Great American Advisors and FundQuest Launch New Business
June 1, 2008
Great American Advisors (GAA) has teamed up with FundQuest to launch the Great American Portfolio Strategies Program, which will offer investment advisors and clients an expanded choice of investment products.
The fee-based advisory platform will be provided to GAA’s 630 investment representatives, who offer fixed and variable annuities, unit investment trusts and insurance products. The Great American Portfolio Strategies Program includes mutual fund wrap accounts, mutual fund model portfolios and separately managed accounts.
“There is a continuously growing demand with our advisors for fee-based business,” said Maureen Johns, director of operations at GAA. “We wanted a platform that allows advisors to offer a wide array of investment options addressing specific client needs including their risk tolerance, financial goals, investment restrictions and tax considerations.”
In addition to the investment products, the new program will provide advisors with access to money management services and web-based technology via FundQuest.
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