Why Consider Setting up an Investment Services Division in Your Firm?

Increased revenue: up to 1% annually of assets managed, and up to 2.5% on individual transactions.
Ability to confidently recommend investments to clients.
Increased referrals due to the unique nature of investment services.
Potential to increase existing business by emphasizing that the firm is capable of assisting with a variety of needs.
Investment service opens doors to opportunities with large estates and corporations who enjoy having legal and investment work managed by a single source.
Decreased liability concerns by having firm investment advice given by a registered representative.
Positive publicity for the law firm and its attorneys by means of seminars and press relating to the Atlantic Financial Attorney Registration Program.
An opportunity for the firm to leverage its efforts to increase revenue, due to leverage provided from an existing client base.
Participating attorneys have a competitive advantage over other attorneys.

More Information about Attorney Registration

List of Mutual Funds Available to Registered Representatives