The Process

Advisor Split Code

All accounts are run on the Cambridge Wealthport site utilizing the Advisor-Directed program. The program will cost 15 bps.

Trading

Trading will be completed within 2 business days of input into the advisor communication page. Ryan Ferguson will be your contact.

Portfolio Proposal System

Please visit the portfolio proposal system page to request access. The proposal system was built utilizing the same platform as the SMA system in Wealthport.

Advisor Communication

Each advisor participating int he GFA Portfolios program will have access to their own page to input client information.

Investment Committee Meetings

Each quarter we will hold investment committee meetings to assess each holding, make portfolio changes, and evaluate both market conditions and outlook.