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In order to meet the demands of today’s increasingly sophisticated investors, Scott & Stringfellow has developed the Select Advisory Services product lines. These products are client-driven and designed for financial advisors who view themselves as true investment consultants. We have contracted with external experts to provide the cutting-edge systems and manager due diligence which are the hallmarks of sub-advisory account platforms.
Select Advisory Services provides investors:
- Extensive Manager Due Diligence
- Quarterly Performance Reports
- On-demand Client Reports
- Comprehensive Proposal Generation
- Flexible Pricing
The Select Advisory Services Platforms include:
Scott & Stringfellow has entered into an arrangement with ADVISORport, Inc. (“ADVISORport”), a SEC registered investment advisor to act as program sponsor for the Select Advisory Services program. ADVISORport provides a number of tools to assist Scott & Stringfellow in providing its clients with investment advisory services. Such services include assistance in asset allocation, portfolio optimization and investment policy development, manager selection and proposal development and periodic client reporting. Through ADVISORport, the Firm also has access to various money managers with reduced fees and account minimums which may not otherwise be available to it. For more information regarding ADVISORport, Inc. or to receive a copy of their Form ADV please contact your Financial Advisor.
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