It’s no secret that a well-diversified portfolio may help reduce risk and keep investors positioned to take advantage of market opportunities.
OppenheimerFunds Portfolio Builder is an asset management program that allows you to create customized portfolios for your clients based on their financial goals, time horizon and risk tolerance. It allows you to:
- Build and modify customized portfolios.
- Assign one or multiple clients to an investment portfolio.
- Rebalance accounts automatically or on-demand (up to four times per year).
- Generate a personalized client proposal.
- View clients’ comprehensive quarterly statements.
Portfolio Builder accounts can be established for clients with a $10,000 or more initial investment. With Portfolio Builder you can provide personalized, portfolio services to your clients in an easy and efficient manner.
- View a brief video on the features and benefits of Portfolio Builder.