40-60% of advisors choose to outsource investment management to an asset manager or model portfolio. Why would these advisors use a structured note? NEWS FLASH: they won’t.
I didn’t need a special report to see that many advisors outsource and aren’t in a spot to buy a structured note.
I spent years visiting advisor branches—first at Morgan Stanley, then at big firms like Raymond James, Ameriprise, and LPL.
I walked the halls, knocked on doors, met every advisor I could, and I listened.
Again and again I heard: “Ed, I like what you’re saying about these notes, but I can’t use them. My business runs on managed accounts. I don’t buy individual investments.”
Industry friends asked how I backed Structured Note SMAs so early (since 2010). The answer is simple: I listened to advisors.
Today, there’s over $6 billion in Structured Note SMAs, and we’re just getting started. Looks like the industry is listening now, too.
40-60% of advisors choose to outsource
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