brokersXpress Selects US Fiduciary to Provide Asset Management Platform

Share Article

US Fiduciary, LP, today announced that brokersXpress, LLC, a subsidiary of optionsXpress Holdings (Nasdaq: OXPS) has selected US Fiduciary to rollout its new asset management platform, including separately managed accounts, multiple style portfolios, mutual fund and ETF models, and hedge funds.

US Fiduciary, LP (http://www.usfiduciary.com), today announced that brokersXpress, LLC, a subsidiary of optionsXpress Holdings (Nasdaq: OXPS) has selected US Fiduciary to rollout its new asset management platform, including separately managed accounts, multiple style portfolios, mutual fund and ETF models, and hedge funds. US Fiduciary’s platform will also serve as the Web-based proposal generator, portfolio accounting, and performance reporting solutions accessed by the firm’s network of independent registered representatives and investment advisors.

Austin Page, Chief Strategy Officer commented: “Financial professionals are increasingly seeking fee-based solutions rather than generating commissions from the sale of financial products. Our platform provides a complete solution for advisors looking for ETFs, Mutual Funds, SMAs and hedge funds. Importantly, our separately manage account platform is supported by wholly independent and institutional quality research from CRA RogersCasey.”

US Fiduciary offers advisors great flexibility, with a range of investment choices, including multiple-style portfolios, which combine a number of managers in a single account; managed mutual fund portfolios; and unified managed accounts, which integrate separately managed accounts (SMA), mutual funds and ETFs in a single portfolio. For advisors who prefer to manage client assets with a turn-key approach, US Fiduciary provides strategic and tactical models that have allocations to SMAs, mutual funds, ETFs and alternative investments. For those advisors seeking hedge fund solutions, US Fiduciary’s unique Accommodation Platform facilitates modest investments into difficult to access hedge funds.

About US Fiduciary, LP

US Fiduciary is a boutique financial services firm focused solely on serving high-end financial advisors and their high net worth and institutional clients. The company’s innovative and integrated offering of Managed Account Solutions, Broker Dealer Solutions, and RIA helps financial advisors and financial institutions manage the increasingly complex needs of wealthy clients. For more information, visit http://www.usfiduciary.com.

Company Contact

Quan L. Domaleczny

Director of Marketing

US Fiduciary, Chicago

312.580.9378

# # #

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Quan Domaleczny
Visit website