IRASelect allows busy financial professionals to focus on making new relationships and servicing existing ones!
IRASelect helps by:
- eliminating costly per account charges associated with most popular trust accounting systems,
- supporting your asset allocation models,
- allowing you to set your own compensation, in the form of an investment advisory fee,
- providing administrative support, including recordkeeping, statement preparation and delivery and, all tax reporting and disclosures,
- allowing you to focus more of your energy selling new business, while we take care of the operational details.