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Outsource investment management? Yes. Peruse the many articles on the subject, and you'll see that it's not so uncommon.
Advisers warming to outsourcing, InvestmentNews, January 15, 2007 Rebalancing, RMD calculation and planning, prospectus URL gathering, year-end capital gains distribution tax gain/loss planning, "surprise withdrawal" planning (e.g., client needs $50k from a fully invested portfolio and the portfolio needs to remain in balance after the withdrawal). These projects can easily be outsourced, thus freeing your time to focus on current client planning and new client acquisition. |
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