Request Proposal Information

Wrap Manager Investment Proposal

TheVantage.Com quickly connects brokers and financial advisers to a network of Third Party Investment Advisors (TPIAs) and Wrap Managers offering investment solutions and model portfolio programs. 

To request information on these programs and to receive a bid for proposal from the TPIAs that best meet yours and your Client’s requirements, please complete the online Investor Profile Questionnaire (link to questionnaire).  Within 24 to 48 hours you will receive a response (by e-mail, fax or phone call - your choice) from each of the advisors reviewing your profile questionnaire.

Free Wrap Manager Investment Proposal

Try Us -- It's Fast, Easy and Free

1. Answer ten short questions.

2. Our TPIAs and Wrap Managers will match your Investor Profile Questionnaire to best suited asset managers.

3. Receive Bids For Proposals

4. Research and hire one or more professional money manager.

Getting To Know You

Your responses to the following questions will assist us in identifying your Client’s investment goals and objectives. Your Client’s information will then be matched with three to five Wrap Managers we feel will best suit your needs. This information is 100% confidential.

 (Note: All Fields Require A Response)

Please answer the following questions about your profile.
1.      My Client’s primary source of income is:
(choose all that apply) 		Salary and other earnings from primary occupation
Earnings from their investment portfolio or trust
Retirement pensions and/or Social Security
2. What type of accounts is your Client looking for?
(choose all that apply)
Retirement Plan
Trust/Estate
Individual/Joint
Institutional/Corporate
Multiple Account Types
3. Assets in my Client's Portfolio will be used to fund: (choose all that apply)
To provide current income
To provide growth for future retirement
To provide growth to finance an education
Estate planning
4. Does your Client require current income?
(choose one)
Yes, my Client requires current income flow and expect to make regular withdrawals
Yes, my Client requires tax-free income is required
No, my Client does not require current income
My Client considers dividends and/or income important to the total return, but income is not required. They do not expect to make regular withdrawals
5. My Client's portfolio should be structured to meet financial objectives over a period of:
6. Indicate the response that you feel describes your Client's risk tolerance:
7. Select the type of investment objective your Client is seeking: (choose all that apply) Capital Preservation and Income
 Balanced Growth
 Long Term Growth
 Aggressive Growth
 International
 Global
 Tactical
Which statement below best describes your Client's Asset Allocation strategy? An allocation among different categories of equity and fixed-income portfolios
An allocation that targets a specific percentage return while trying to minimize risk s
Which Investment Methodology best describes you Client's needs? (choose all that apply)
 Strategic Asset Allocation
 Sector Rotation
 Tactical Asset Allocation
 Active Timing
8. For this particular Client, how would you rank the following:
 
VERY IMPORTANT
SOMEWHAT IMPORTANT
NOT IMPORTANT
A. Preserve purchasing power
B. Consistency of return
C. High long-term growth
D. High dividend yield
E. Low volatility
F. High return with volatility
G. Tax Efficiency
9. Which of the following type of assets are you seeking a proposal for your Client?
(choose all that apply) 		Mutual Funds
 Annuities
 Stocks
 Bonds
 Money Markets/CDs
10. My Client is interested in investing:
(this information allows us to match your Client's investment with TPIA minimums)
Contact information
I would prefer to be contacted about my Client's Bid For Proposal by:
Salutation
Broker's Full Name
Broker's Business Telephone
Broker's E-mail
Broker's Fax
Client's Full Name      
State Client Resides
Zip Code    
Is your Client a US Citizen?
ID Code (from email or ad you responded to)  

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