Portfolio Transfer

What is Portfolio Transfer?

Portfolio transfers are becoming an increasingly popular method for investors, insurers, and reinsurers. They allow the release of capital from unprofitable portfolios and the transfer the funds from one investment company or stockbroker to another.

Fortunately, when a person decides to move their stocks to another company, there is hardly any need to speak to their current brokers or go about ordering stock certificates. All you need to do is to open an account with a new stockbroker. Generally they take care of everything else. This includes the transfer of your assets from your old brokerage company as well as all the tedious paperwork that you o not want to do. If you need help with this, we have relationships with stockbrokers that we can put you in touch with. Typically we are able to bypass a receptionist and you will be able to talk to someone at a higher level. Kindly note however we are not financial advisors or brokers. Anyone we put you in touch with is a referral only. We do not receive commission.

We believe that transferring your portfolio should not be a hassle. That is why we put you in touch with alternative stockbrokers. Additionally, we assist you every step of the way if you need a Medallion Guarantee during the transfer process. We have the bench strength and knowledge, as well as the functional expertise, to handle a wide range of portfolio transfers across the United States.

Why People Transfer?

The primary reason behind undertaking such a portfolio transfer is to improve investment returns. Other reasons include to drop loss-making outlays and enhance the performance of the overall portfolio. Sometimes, an investor needs to move their portfolio from a brokerage firm because their old broker went out of business or raised their service charges.

Click here for information on the Portfolio Transfer Procedure.

Disclaimer: Our services are limited to providing the Medallion Guarantee. Any portfolio transfer you undertake is at your own risk, we do not give financial advice.