FOR ADVISORS

Laidlaw Group manages unique equity and fixed-income strategies that can be used by advisors to manage a portion of their clients’ portfolios or as a fully outsourced investment management solution.  Working with Laidlaw Group frees Advisors to spend more time with their clients and develop their books of business.  Laidlaw Group’s services include:

Investment Management:  Laidlaw Group specializes in managing portfolios that preserve clients’ wealth in down markets and help them grow their assets when markets rise.  Laidlaw Group will:

  • Manage portfolios consisting of individual domestic and international stocks selected through fundamental security analysis
  • Create ETF models of fixed-income securities, equities and alternative investments to fit your business
  • Reduce realized taxable gains through efficient tax-loss harvesting

Communication:  Partnering with Laidlaw Group allows Advisors to have direct access to the investment specialists that are actually managing their client assets.  The firm will:

  • Provide detailed reporting on the portfolios under management
  • Allow access to Laidlaw Group’s independent research on portfolio holdings
  • Encourage communication with the CFAs managing the accounts

Back Office Administration:  Advisors normally spend countless hours doing administrative work.  Laidlaw Group helps with this burden by:

  • Printing and Mailing/emailing Quarterly Investment Reports
  • Reconciling accounts to a unified portfolio accounting system
  • Providing the advisor online access to all client data and reports
  • Billing

 

For Advisors