Advisor Solutions^SM

Diverse choices, more freedom…

The Advisor Solutions^SM platform empowers you to act as advisor (non-discretionary) and manager (discretionary).

Desktop access to research and performance reports, efficient frontier analytics, and sample asset allocation models created by Jackson Investment Management allow you to build and manage model portfolios for your clients. Complete with a 5-step proposal process, Advisor SolutionsSMSM streamlines procedures for you and your clients.

5-Step Proposal Process

1. Define Assets - Input the client's current holdings
2. Profile Client - Determine the client's risk tolerance via questionnaire or through prior client knowledge
3. Select Product - Choose a pre-built model or select individual positions.
4. Generate Proposal - Upon completion of the proposal, an investment policy statement and supporting documents will be generated.
5. Finalize Proposal - The final step of the proposal allows the advisor to modify the client fee schedule and select the option(s) on how the account will be funded. This selection will populate the necessary documents to process funding.

Third Party Asset Managers (IA-TPAMs)
Utilizing a Third Party Asset Manager (TPAM) provides you with the opportunity to focus on what's most important - client relationships. The best TPAMs provide investment solutions that encompass asset allocation, client profiling, mutual fund and manager selections, separate accounts, performance reporting, and strong back-office support with practice management and marketing strategies.

Over the past few years, there has been a considerable increase in the number of third party managed money solutions available to advisors. ICA strives to partner with the most sophisticated and comprehensive sponsors of money manager programs in the industry. Our stringent due diligence process includes a thorough review of the following factors:

• Financial stability
• Corporate background
• Disclosure documents
• Prior regulatory issues
• Investment methodology
• Operational and wholesaling support
• Fee structure
• Diversification of programs offered
• Performance record

For more information on how ICA's advisory platform can help keep you ahead of the competition, call our Investment Advisory Department today at 1-866-275-4422 option 4.

Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with any financial institution. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC/NCUA or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any financial institution or their affiliates *subject to risks including the possible loss of principal amount invested.