Let Ridgeway do the hard work so you can focus on growing your clients’ money. Together with Folio Institutional, we deliver a fully integrated and cost-effective account management platform designed to help you easily manage your clients’ investments.
Advantages of the Ridgeway & Conger Managed Portfolio System
State of the Art Money Management System
o Ability to invest in Stocks, Mutual Funds, ETF’s, and Money Managers
May purchase full or partial shares of stocks
o Over 150 Pre-configured Portfolios to Choose from
- May invest a client into a pre-made portfolio with one click
- May rebalance all clients invested in a portfolio with one click
User Friendly
o Easy To Navigate
o Continuous Back Office Support
- No answering services, you always get a live voice to answer your questions in a time efficient manner
o Flexible
- Ability to create your own Portfolios using a basket of stocks, mutual funds, ETF’s, money managers or a combination of any or all
- Ability to modify existing Portfolio’s and/or Eliminate sectors, stocks, or fund families from portfolios
Low Cost
o As low as 25 Basis points for complete money management system
Client Advantage
o Free online access
o Low Cost
o Investing options
o Extended Insurance on securities and cash
- SIPC and Lloyds of London (Up to $10Million)