Port Funds is a wholly owned subsidiary of the Harmonious Group. This is the
holding company for an innovative financial services group that is driving forward
the global investment industry to new heights of professionalism and quality
through the 21st century by providing state-of-the-art product and service.
A small number of core complementary divisions are supported by centrally placed
Database, PR and Media, Compliance and Publishing operations.
It is our opinion here at Port Funds that the global investment industry has
changed this past ten years or so, from an uncontrolled mixture of small advisor
firms and limited products to what is now a far more compliant and regulated
marketplace which has all manner of quality advisory firms and product providers.
Throughout this period clients too have become far more involved and astute
in terms of their wealth building, portfolio management and financial foundations
& affairs.
At the very forefront of this global investment world is Port Funds, a company
dedicated to bringing quality products and services to professional advisors
worldwide. As part of the Harmonious Group, with clients or affiliates in 109
countries, Port seeks excellence from those firms it approves Terms of Business
for, as Port will work hand-in-hand with the management of each affiliate company
to help maximise the returns from the marriage between our products & services
and you, for your current and future clients.
Our aim is to help you maximise business for the benefit of you and your clients,
and to further help you generate new clients, income streams and a positive
growth beyond anything you have in place, even to the point of helping with
an exit strategy.
To discuss, in complete confidence, how a marriage between Port and your firm
would be of the highest calibre, please contact us with a brief overview of
your background and current business.
Port can help you:
1. identify which products will suit you and your clients
2. help you plan a strategy, product by product, to maximise returns with existing
clients
3. help with campaigns, information, content for emails and presentations
4. educate yourselves and your clients on each relevant product
5. plan prospecting campaigns to generate new client business
6. develop your own web site and optimise it for your local business growth
To discuss the opportunities Port may provide for you, please contact us to
discuss the way forward, or in the first instance, click here to access our
affiliate pack.
For more information on this and any of our products please contact us below
research@portfunds.com
For a full range of our products and services go to
www.porttradinginc.com
