The new platform, Institutional Spectrum, offers a full suite of investment products and capabilities and features eight different types of managed accounts, according to a press release. The products offered include five different types of mutual fund managed accounts, a separately managed account, a unified managed account, and an adviser-directed account consisting of mutual funds, SMAs, ETFs, and individual stocks and bonds.
Aside from product diversification, the platform delivers investment management expertise, sales support, and reporting and technology capabilities, which could remove significant administrative and investment research burdens on advisers, the release said.
“FundQuest’s solution provides the expanded product set and productivity tools to meet the growing needs of our firm. This comprehensive platform provides the flexibility to create highly customized investment programs to meet each or our client’s specific investment objectives,’ said Greg Kaltenbach of Signature Resources Capital Management, in the release.
More information can be found at http://www.signatureresources.net.