1) Our Advisors Are Our Investment
The Precision System is based around the advisor. Our advisors are our investment, in that we help them take ideas and bring them to fruitions. We help them take “I should..” and turn them into “I will..” . We help them deliver the service that their clients both expect and deserve. We don’t view our firm as a volume business, helping a lot of advisors be better. We look to work with just a few advisors and help make them the best. Through our investment philosophy, or client meeting coaching, or back office support, our marketing brain trust… A Precision Advisor is one that is supported from all directions.
2) “You don’t have to lose in order to gain” Investment Management Philosophy
There are thousands of investment options available to advisors, and some are much, much better than others. Most advisors know that more than 80% of mutual funds don’t outperform the S&P Index. This leaves a lot of choices for your to weed through, and a lot of tough conversations to have with clients. The Precision Investment philosophy is based on low risk, low volatility investment solutions. We seek out research providers and fund managers that have an emphasis on managing risk, and have a strategy to manage such risk in a volatile investment environment. Our client process is focused around helping prospects understand that with our philosophy, they don’t have to lose in order to gain.
3) Advisor Centric
Our systems are designed to make your clients feel more comfortable, your business run more smoothly, and most importantly, make your life easier. Powered by a dedicated team of professionals at Fusion our services portal gives you complete transparency on the Operations team and complete control of your business. Part of this complete control is provided by the advanced technology platform offered to all IARs, at no cost to them. Specifically this helps you…
- Report on outside accounts and create Household balance sheets
- Customize reporting options to tailor reports around your business and your clients
- Access all accounts easily 24/7
- Provide access to your clients’ through the customized Client Portal
- Consolidate reporting, manual accounts such as Indexed Annuities
- Create performance reports
- Access daily downloads from all custodians where AUM is held
- Easily brand reports with your company’s brand messaging
4) Proven Marketing Systems
Every new client begins with a relationship. That relationship is one built on a level of brand saturation and market ownership provided by a custom marketing strategy from Radical Promoting. Precision advisors have exclusive access to a marketing system designed around the Precision Investment philosophy that supports the quest for client acquisition at every step. Learn more about how Radical Promoting has changed the face of marketing in the financial industry and provides the foundation of growth for Precision Advisors around the country.
5) Unparalleled Advisor Platform
There are many challenges facing advisors today, especially when it comes to selecting a partner to help them with their advisor practice. Precision Capital Management offers the systems and capabilities necessary that can help advisors achieve their desired results. What systems and capabilities? We have Access to Top Tier Custodians with Fidelity Institutional as our primary custodian, as well as access to TD Ameritrade Institutional, and Charles Schwab Institutional. We also work with Top Tier Research Providers and Money Managers that advise over $5 billion in assets under management.
Every advisor has a different goal in mind when they create their business. We have a created a platform that will provide the systems, capabilities and professional expertise that we feel is necessary to help advisors build a practice that delivers the results desired.