Expand and Simplify
Your Investment Offering
WaterStreet Research Partners offers private label “Next-Generation” institutional research to RIA's, Institutional Investors, Banks, and Independent Broker Dealers.
Our goal is to deliver our robust Smart Mix Index series to advisors to maximize your firms profits and expand your asset management capabilities.
Index Solutions for Advisors
Enjoy having your own Turn-Key investment solution with your branding to accelerate your business. Understandable and Institutionally Sophisticated “Next Generation” investment indexes designed to smooth out your client’s portfolio returns with an emphasis on reducing downside risk.
Your Profit Margins
Your Asset Management
Maintaining a full investment team to support investment management activity can be expensive and time consuming. It comes with management responsibilities as well. By in-sourcing the investment research Smart Mix Index Series you can eliminate expenses and distractions that keep you from focusing on what really matters. In addition, having a strong partner with significant experience strengthens your firms competitive position and enhances your firm’s credibility and overall investment offering.
Your Team's Fingertips
The world has changed and it’s time to rethink traditional investment approaches. Academic investing science has advanced significantly and now you can offer your clients an investment approach that incorporates many of these advancements into portfolios.
WaterStreet Research Partners delivers a broad and comprehensive suite of Smart Mix indexes to fit every risk level based on academically sound principles.
Models are based on cutting edge advancements in the science of investing and include Smart Mix Wide Moat Plus, a Warren Buffett type index type strategy, Smart Mix Durable Dividend, Smart Mix Thematic Growth (Disruptive Technology Sectors) and Tactical Overlay, providing defense when needed. You now can offer your clients an investment philosophy that will differentiate your firm and capture your client’s interest.
Sit Back and Relax
Take the burden off doing research and creating your own investment models. WaterStreet Research Partners provides you with the tools necessary to offer your client’s World-Class investment portfolios and content. Our institutional level research allows you to concentrate on your strengths focusing on services that provides the greatest value to your clients, such as financial planning and behavioral coaching.
Customized for You
Your Firm's Culture
From the customized Smart Mix Indexes, presentation decks, holdings report and ongoing customized institutional research. Your brand and your firm will be front and center. WaterStreet Research Partners remains in the background to help you promote your firm’s identity.