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Pangea Financial

Pangea Financial


Pangea Financial's financial review

Employees

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Pangea Financial information

Pangea Financial provides Investment Consulting for Financial Planners and Registered Investment Advisors. The Need• Advisors face ever-increasing demands on their time.• Investment landscape is more complex and moves ever faster.• Pressure on fees requires: - a larger client base, - adding staff at, - substantial cost and risk.• Investment research and portfolio management are...
Pangea Financial provides Investment Consulting for Financial Planners and Registered Investment Advisors. The Need• Advisors face ever-increasing demands on their time.• Investment landscape is more complex and moves ever faster.• Pressure on fees requires: - a larger client base, - adding staff at, - substantial cost and risk.• Investment research and portfolio management are full time jobs • Outsourcing may be the best way to save time …• Time that could be better spent: - Acquiring new clients, - Increasing Assets Under Management - Focusing on your core competency, comprehensive financial planning. The SolutionPangea Financial, your trusted consultant to assist you with • Your Investment Strategy • Asset Classes that will drive that Strategy to success • Portfolio Design that will enhance your clients' returns • Selecting Best-in-Class Funds to build robust portfolios • Ongoing advice with every aspect of your investment processThe Result • Investment performance that will please your clients and keep them loyal • More Time on critical client facing activities • Growth in AUM, Revenue and Income • Less Stress and More Enjoyment from your practice

Pangea Financial industries

Economic analysis
Investment research
Investment philosophy
Custom portfolios

Pangea Financial's financial review

Employees

1

Employees

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