Products March 17, 2009
McLean Launches Adviser Support Platform through FundQuest
McLean Wealth Advisors launched a fee-based platform, supported by FundQuest, for their investment services business.
Reported by Ellie Behling
FundQuest, provider of managed account solutions, will support McLean’s financial advisers with a customized suite of technology-based productivity tools, investment research, back-office operations, and performance reporting, according to a press release.
McLean said it will provide separate accounts, exchange-traded funds (ETFs), mutual funds, income portfolios, unified managed accounts, and model based portfolios managed by FundQuest. This new managed account platform will be linked to McLean’s custodian, Schwab Institutional.
McLean Wealth Advisors is an affiliate organization of The McLean Group, an investment bank with a nationwide network of 28 offices.