Client Presentations: Constructing Fixed Income Solutions
With the click of a mouse, SumRidge Partners can enrich your business by structuring personalized fixed income proposals. The portfolios can be curtailed with specific advisor and client information. In addition, we can construct these presentations for existing client relationships to ensure that their portfolio objectives are translated into a concise overview. Our alert system is also a vital tool in portfolio management as it identifies matchers and tracks specific bonds inquiry.
- Sample Presentation [download pdf example]