How to Find Undiscovered Funds

Do your clients demand alpha? Then you need an edge when it comes to finding top performing undiscovered funds. Searching for undiscovered funds is like choosing the best vegetarian entree at a Texas steakhouse. It doesn't have to be like that. True Bearing connects investment advisors with undiscovered fund companies. The process is simple.   Log into Enter a brief investment request (RFP) Get Responses Set meetings with the desired fund companies Questions? Call Joel Johnson - at 415-659-1831  or visit Please mention that Coach Maria sent you.

2017-11-04T01:23:12-04:00September 27th, 2015|My LinkedIn Connections|0 Comments

Self Directed IRAs and 401ks – How to Differentiate Yourself

Are you looking for a way to differentiate yourself as an advisor? Investing in alternative investments inside self directed IRAs may be the answer. Innovative Advisory Group specializes in this type of investment strategy. Our services include: choosing from the 44 custodians and administrators, providing due diligence on these assets, protecting the client from prohibited transactions, and ongoing maintenance requirements. Advisor Assisted Alternatives is a service we’ve been using with our clients and external advisors. It’s set up like an SMA so that you can offer this alternative investment advice to your prospects and clients in their IRA or 401k accounts. To learn more contact Kirk Chisholm at Innovative Advisory Group.  

2017-11-04T01:23:14-04:00August 12th, 2015|My LinkedIn Connections|0 Comments
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