
FundQuest's Separate
Account Solution is a customized product, which allows partner institutions to include
their separate account managers on the platform. This product allows for either an innovative
model-driven portfolio in which FundQuest acts as the RIA or a traditional "rep as portfolio
manager" structure. In addition, portfolios may include both separate accounts and mutual
funds, providing diversified portfolio options for investors.
Support from the Investment Consulting Group is
available to help advisors develop recommendations for selected high net worth clients.
FundQuest's Separate Account Solution is among a handful of consultant wrap products that
include both separate accounts and mutual funds.