WHY IT MATTERS
BENEFITS OF INSOURCING
Create “Advisor Alpha” through better client engagement
Better and more consistent investment returns and experience for your clients
Differentiate your firm from your competitors
Increase client retention
Save time
Strengthen your Advisor recruiting or acquisition strategy
Anfield Capital will communicate with you on a regular basis. Our team of high-quality investment professionals will provide you with market information – so you always have a story to tell your clients
Enhances your exit strategy and improves your business multiple
So, you’re considering whether you should outsource part or all of your investment management practice. Here are some of the possible benefits to consider in having Anfield Capital as your “insourced” investment team:
Expand your expertise
Improve your risk management and risk monitoring
Diversify your offerings
Customize and private label models or products for Advisors
Our approach is meant to help you leverage opportunities, manage investment risk and achieve more consistent returns. Outsourcing your investment team potentially brings efficiencies that you simply cannot achieve on your own.
INCREASE YOUR TEAM
WITHOUT INCREASING YOUR HEADCOUNT