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For Dealers
Leverage our knowledge and experience to enhance your business in five key ways:
- Help your advisors do less research and see more
clients. DH&A's Recommended List of
mutual funds allows advisors to access our unique manager research
with two levels of service.
- Basic Package – Make our full Recommended List of mutual funds available to all of your advisors each calendar quarter. The list is organized by fund type and includes brief comments on each fund. In between each quarterly update, we’ll also send our timely E-mail Research Bulletins to keep your advisors abreast of the latest changes to our Recommended List and our candid opinions of other important events like manager changes, new products, and fund mergers.
- Premium Bundle – Receive the Basic Package plus our Manager Notes reports, which provide in-depth analysis of how managers really run your clients’ money. Our Manager Notes have been known to make our advisors more informed about a firm’s investment process than many of its own sales staff.
- Pricing – Since we offer discounts on groups as small as five, big and small dealers alike can benefit from cost savings of group subscriptions. The larger the group, the greater the per-advisor discount.
- Conference Calls – Exclusive to dealer subscriptions, Dan Hallett will be made available for quarterly advisor conference calls with each dealer contract.
- Integration with product shelf – Upon request, our recommended list can be tailored to exclude funds not on your approved list.
- To subscribe – please contact us for a dealer agreement.
- DH&A’s Product Due Diligence, including alternative
investments, will help you avoid PR nightmares and potential lawsuits
that often result from questionable products.
- We’ll provide written analysis that covers all parts of our analysis, which (for MFDA firms) will adhere to MFDA Notice MR-0048.
- Create your own products at a reasonable cost. Our partners
handle all of the set-up, administration, and compliance while we
focus on what we do best – manager research, selection, and
oversight.
- Combine all investment fund program components into a customized, cost-effective offering
- Our partners have reverse-engineered the entire support process related to investment fund programs specifically for independent dealers and other wealth management firms.
- We can deliver your own privately-branded funds with modest set-up fees and reasonable ongoing expenses.
- An accomplished public speaker, Dan Hallett is available for advisor events and conference calls.
- Our Analyst On Call service provides 'on demand' advice to advisors so they can leverage more than a decade of research we’ve already done to obtain timely opinions on investment products, strategies, and client cases. Consultations are done by phone or e-mail and fees are charged only for the time used at our current hourly rate. No minimums and no contract.
For Mutual Fund Companies and other Product Sponsors
- Product Analysis. DH&A's review of your products with analysis vs. competitors can help to improve and better position existing offerings.
- Product development. DH&A's industry and product analysis can help add top notch research and brand recognition to new products.
- An accomplished public speaker, Dan Hallett is available for national sales conferences or advisor events.