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WHY IT MATTERS

BENEFITS OF INSOURCING 

Create “Advisor Alpha” through better client engagement

Better and more consistent investment returns and experience for your clients

Differentiate your firm from your competitors 

Increase client retention 

Save time 

Strengthen your Advisor recruiting or acquisition strategy

Anfield Capital will communicate with you on a regular basis.  Our team of high-quality investment professionals will provide you with market information – so you always have a story to tell your clients

Enhances your exit strategy and improves your business multiple 

So, you’re considering whether you should outsource part or all of your investment management practice. Here are some of the possible benefits to consider in having Anfield Capital as your “insourced” investment team:

  

Expand your expertise

Improve your risk management and risk monitoring

Diversify your offerings 

Customize and private label models or products for Advisors

Our approach is meant to help you leverage opportunities, manage investment risk and achieve more consistent returns.  Outsourcing your investment team potentially brings efficiencies that you simply cannot achieve on your own.

INCREASE YOUR TEAM

WITHOUT INCREASING YOUR HEADCOUNT

Learn more about what questions you should be asking when evaluating investment teams.