FINANCIAL ADVISORS

Partnering with SFE can enhance your productivity

SFE has working relationships with a number of advisors and broker dealers. We provide portfolio management services that allow our industry partners to spend more of their time on business development and client service. SFE often deals directly with advisors and their clients through dual contract arrangements. Our portfolio models are also available on several third-party asset manager platforms.

For more information on how SFE can make you more efficient in your business, call Ed Ternan at 213.612.0220.