Advice Based Solutions
Given the complexities of evaluating and pricing various investment products, retaining the services of a financial adviser is one of the most important decisions any investor can make.
Make your life easier by working with an ING Financial Partners’ Investment Adviser Representative, who can support you over the long-term and help make it easier for you to pursue and achieve your goals. Utilizing a qualified professional to manage your assets, you may be able to improve returns, reduce risk and—more importantly—have the extra time needed to focus on other important aspects of your life.
Your Investment Adviser Representative follows certain standards of conduct while managing your portfolio. Such standards can include offering diversification, analyzing risk and returns, avoiding expenses, and delegating duties where specialized assistance is needed.
The goals and needs of each client are unique. Your time horizon and the investment returns that you desire can be quite different from other clients. The flexibility to structure services client-by-client are easily implemented through programs offered through ING Financial Partners. Each program can adapt a client’s plan as their needs and goals change through time.
Adviser Directed
The Adviser Directed programs provide a fully customized solution designed by the Investment Adviser Representative which allows them to manage all aspects of the client relationship.Turnkey Programs
Turnkey Programs provide active portfolio management by industry leading Independent Investment Advisers by building asset allocation models and providing unbiased investment research and recommendations.Third Party Money Management Programs
Third Party programs are available when specialized situations call for institutional money managers with expertise in a particular asset class and style.
You can expect personalized service and professional advice from ING Financial Partners. Moreover, you receive the confidence of knowing that all brokerage execution and clearing services are performed by an industry leader—Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation. Working on behalf of your financial organization, Pershing LLC provides account protection for the total net equity of assets held in custody for your account. Of that total, the Securities Investor Protection Corporation (SIPC) provides $500,000 of coverage, including $100,000 for claims for cash. For more information, visit www.SIPC.org. Pershing LLC provides the remaining coverage (excess SIPC) through a commercial insurer. Account protection applies when a SIPC member firm fails financially and is unable to meet its obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.
