Advisor’s Choice: Portfolios you manage

The Advisor’s Choice option allows you to manage your client’s assets according to your own selection of stocks, bonds, and mutual funds. Advisers often employ this option to complement other product offerings.

You will have all of our available research on these investment options to guide you in the selection process. In addition, you will benefit from our back office support, such as billing, reporting, and block trading. Some examples of how you might use Advisor’s Choice would be your own private mutual-fund wrap program, a laddered or actively managed bond portfolio, or a style-specific equity account.

Even if you do not have your own Registered Investment Advisor, you may choose to operate your Advisor’s Choice programs under Mid Atlantic’s RIA.

Mid Atlantic Financial Network handles all the back-office details - invoicing, custody, trading, and reporting - leaving you free to devote more time to client service.