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

  • Efficiency

    • Combine smaller accounts,

    • Ramp up strategy with ease,

    • Single trading account,

    • More time to devote to high net-worth clients

  • Cost Savings

    • Trading and shareholder servicing cost savings

  • Growth

    • Distribution and sales opportunities in retail, institutional, and RIA channels