March 7 2017
Wealthsimple for Advisors has partnered with ETF pioneer Forstrong Global Asset Management Inc. Financial advisors can now invest their clients' assets in any of Forstrong's seven actively managed investment strategies through Wealthsimple's convenient, cost-effective platform.
This means advisors now have more options when investing with Wealthsimple for Advisors. Choose an actively managed ETF strategy by Forstrong, or a passive strategy by Wealthsimple. Regardless of the investment strategy, there are no minimum account sizes, and through fractional shares, small accounts get the same diversification benefits as large ones.
Forstrong has one of the longest track records managing globally balanced ETF portfolios, dating back to 2001. A commitment to risk management has enabled them to protect client assets during challenging markets like the 2008 global financial crisis, the 2011 Euro debt crisis and 2014 commodity bear market. Through Wealthsimple for Advisors, financial advisors can invest client assets in Forstrong portfolios with no minimum account size and no trading fees.
Wealthsimple for Advisors helps financial advisors achieve significantly greater efficiencies through technology, creating a great experience for both the client and the advisor, no matter what their investment strategy is. The partnership will enable Forstrong to efficiently deliver its investment strategies to advisors of any dollar amount, and focus on delivering the best risk adjusted returns to clients.
If you're interested in learning more about Forstrong's portfolios or using your own investment strategy with Wealthsimple for Advisors, get in touch at firstname.lastname@example.org.