managed accounts

Ausdal Financial Partners is a Registered Investment Advisor. To enable our investment advisory representatives to participate in asset based consulting services, Ausdal has agreements with a number of asset management firms offering a variety of investment strategies

THIRD PARTY MANAGERS
These programs offer a well diversified portfolio of securities directed by well recognized outside money managers. You can select the investment type and/or approach that best suits your client’s objectives. Programs include:

  • Curian Capital
  • Global Bridge
  • Heritage Capital Management
  • Morningstar Managed Portfolios
  • Pershing
  • SEI Investments
  • Zacks

INDEPENDENTLY MANAGED PROGRAMS
Select advisors may also be able to run their own program(s) through Ausdal’s advisory platform. Once your methodology is approved, Ausdal can provide support services including billing and reporting. Custodial platforms available include:

  • Charles Schwab
  • Foliofn
  • Pershing
  • TD Ameritrade

Investors should carefully consider the investment objectives, risks, charges and expenses. This and other important information is contained in the prospectus, which can be obtained from your investment professional and should be read carefully before investing or sending money. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity.