How Advisory Firms Can Leverage Benefits of Outsourcing- A one page summary on how the outsourcing of technology, back office operations, and research,can help to control expenses and accelerate business growth for financial advisory firms

FundQuest Investment Management and Research- An overview of quantitative and qualitative due diligence capabilities used to identify best-of-breed open architecture investments

FundQuest Services for Trust and Wealth Management Institutions- A description of services that can be customized to meet each institution's specific competitive challenges

How FundQuest Supports Your Advisor- A brochure for investors that describes how FundQuest's advanced technology, research and administrative support helps their advisor to deliver high quality personal financial services

FundQuest ActivePassive Portfolios®- An overview of our innovative investment program that combines active and passive investment strategies

FundQuest's Unified Managed Account (UMA) Product Description-
A look at the features and benefits of FundQuest's comprehensive UMA

FundQuest's Separately Managed Account (SMA) Product Description-
A look at the features and benefits of FundQuest's comprehensive SMA solution

Checklist for Periodic Financial Advisor/Client Review Meetings- A checklist to use in the review of an individual client's objectives and investment portfolio

Unified Managed Account Investor Benefits- An overview of FundQuest's UMA product and how it can benefit investors

Advisor Directed Unified Managed Account- An overview of FundQuest's new Advisor Directed UMA

Wealth Architect(sm) Platform-- for Users of Fidelity Institutional Wealth Services (FIWS) & Pershing Advisor Solutions (PAS)- A description of the proven and easy to use features and benefits of a leading turnkey managed account solution

Platform for Users of J.P. Morgan Broker Dealer Services - The Advisor Gateway(TM) Platform offers advanced advisor technology and a wide range of managed account choices

Platform for Users of TD AMERITRADE Institutional- The Select Portfolio Solutions(sm) Platform offers advanced advisor technology and a wide range of managed account choices

Institutional Spectrum(sm) Managed Account Platform Brochure- A description of the services, products, features, and benefits available to firms that use Schwab Institutional’s custody services