Benefits For IBD/RIA and Financial Advisors
THE GREEN ZONE SELECT™ ASSET MANAGEMENT PROGRAM
Valspresso’s Asset Manager Program empowers financial advisors to serve more mass-market clients profitably without having to invest in technology or hire additional staff. The Program is designed for financial advisors who are looking to differentiate themselves with the Green Zone Select™ strategy and associated online tools. You can choose from a 100% Green Zone Select™ portfolio or from a variety of active/passive allocations that incorporate the Green Zone Select™ strategy. We offer a variety of customization options to meet your clients’ needs.