1. Are you currently:
Self-licensedLicensed under a Dealer Group
2. How do you currently deliver investment solutions to your clients?
Model PortfoliosManaged Funds from Approved Product ListDirect Equities
3. How do you outsource the following services?
Platform AdministrationPara-planningModel Portfolios
4. What is important to you? (1 is not important; 5 is extremely important)