PARTNER BENEFITS
BFT’s role in the partnership is to listen to your business concerns and be responsive to your needs as your practice evolves. We strive to compliment your practice and not be an adversary. You are our client.
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COMPENSATION
Our goal is to have a compensation package that meets and often exceeds the industry standards. A combination of high payout with reduced expenses will help increase your income.
BROAD PRODUCT LINE
Having autonomy in the product selection ensures that you are providing your client with the best possible alternatives. BFT is not structured to drive business to any one product or supplier. You have total control in investment decisions.
TRANSITIONING
We understand the urgency when transitioning business and know how important it is that your income is not affected. With our assistance we can expedite your conversion.
TAMP/TURNKEY ASSET MANAGEMENT PROGRAM
Using our turnkey program you can leverage your time so that it is spent with clients and not back office duties. We have developed a series of asset allocation models that are suited to meet specific client risk and reward parameters. These are monitored daily and rebalanced quarterly. In addition, we have access to institutional money managers that have traditionally not been available to the public.
TECHNOLOGY
We employ multiple allocation and investment software packages. Some of which are available to our partners at a discount. Along with reporting that is provided by our custodians, we provide a second layer of reporting that is both detailed and client friendly.