The AmericaFirst
Evolutions Program
While SMAs remain a viable business model, they also may present limitations to RIAs approaching their critical mass – especially ones handling hundreds or thousands of clients.

Potential Benefits to Creating your own Fund
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Efficiency
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Combine smaller accounts,
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Ramp up strategy with ease,
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Single trading account,
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More time to devote to high net-worth clients
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Cost Savings
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Trading and shareholder servicing cost savings
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Growth
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Distribution and sales opportunities in retail, institutional, and RIA channels
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