WIS Advisory Services
Fee-based services are the fastest growing segment of the securities industry and provide an excellent platform for delivering unbiased advice and comprehensive financial services. The nature and delivery of fee-based services is conducive to developing and maintaining long-term client relationships.
WIS´ advisory programs are divided along many product specific lines including ETF and Mutual Fund Advisory, SMA Advisory, UMA Advisory and Rep as Portfolio Manager.
Through the affiliations with our clearing firms, WIS offers some of the most comprehensive programs on the street today. Our programs are designed around the need for a broad spectrum of choices and respect to discretion and active portfolio management. By offering more features, investment vehicles and reporting capabilities, we have taken many steps to break down the walls between the various programs. Additionally, our professional business model emphasizes services over sales, making the WIS fee-based programs the ideal for you and your clients.
Contact the Advisory team at:
888.793.7717 ext. 3876
blackdiamond@wisdirect.com
The Advisory Team can also be contacted directly:
Danielle Llamas
626-710-3105
danielle@wisdirect.com
Jasmin Torres
626-529-2355
jasmin@wisdirect.com
Armand Yerjanian
626-463-2836
armand@wisdirect.com