We are offer TD Ameritrade Advisors the opportunity to work with the FX2 individually segregated bond accounts. The FX2 portfolio has provided a much higher levels of income to our clients while allowing you the freedom to set your clients fee.
FX2 excels in:
- Outstanding Performance – Better than almost all High Yield Mutual Funds in every benchmark and/or maturity.
- Easy to Sell – Everyone loves more income.
- Very Short Maturities – Limited Interest Rate Risk.
- Low Management Fees – 0.50 basis points – Often giving you a higher payout percentage.
- Co-Branded – Making it proprietary to you.
- Professional Support – We have a dedicated support team for your RIA’s.
We provide superior performance (enclosed) and variable payout levels so you can spend more time bringing money in the door while attaining the returns you and firm requires.
If you have any questions and / or want further information about how FX2 can work with you please let us know. We welcome any questions that you might have.
FX2 Portfolio Manager