Using the power of the Internet and Breakaway Partners as the ACCESS POINT, our clients connect directly to leading money managers. By eliminating the inefficiencies of traditional brokerage, Breakaway Partners provides:
. Direct access to some of the nation's top investment managers
. Customized market knowledge and insights
. Superior customer service and ongoing portfolio advice
. Significantly reduced fees and investment minimums
. Advice on partnering with other investors to gain buying power
. Direct access to some of the nation's top investment managers
. Customized market knowledge and insights
. Superior customer service and ongoing portfolio advice
. Significantly reduced fees and investment minimums
. Advice on partnering with other investors to gain buying power
New technology has made it easier for consumers to get exactly what they want - when they want it. The advent of the Internet has forced businesses down one of two paths, that of evolution or that of extinction. The traditional brokerage model is no different.
In the past, investors were limited to the financial expertise in their local community. They visited a broker, who invested their funds where it seemed most beneficial. But the Internet and technology allowed for new ways to invest and communicate. The business of advice has evolved and the presence of a local advisor is less important than the quality of counsel obtained. Make no mistake, the business of advice is as strong as ever, its the delivery of that advice thats changing the way investors work with their advisors. The act of investing now begins with a question:
WHAT KIND OF INVESTOR ARE YOU?
* The full-service/full-fee investor
* The fee conscious, independent investor
* The Breakaway investor - a combination of both
Independence. Guidance. Results.
In the past, investors were limited to the financial expertise in their local community. They visited a broker, who invested their funds where it seemed most beneficial. But the Internet and technology allowed for new ways to invest and communicate. The business of advice has evolved and the presence of a local advisor is less important than the quality of counsel obtained. Make no mistake, the business of advice is as strong as ever, its the delivery of that advice thats changing the way investors work with their advisors. The act of investing now begins with a question:
WHAT KIND OF INVESTOR ARE YOU?
* The full-service/full-fee investor
* The fee conscious, independent investor
* The Breakaway investor - a combination of both
Independence. Guidance. Results.
