FORT WORTH, Texas--(BUSINESS WIRE)--BigFoot Investments, a firm formed as an outgrowth of an established registered investment advisory practice, announces the arrival of its second generation portfolio management toolkits developed for variable annuity sub-accounts, mutual funds, individual stocks and exchange traded funds.
Built by advisors for advisors, the BigFoot platform provides the information that advisory practices need to build portfolios and manage risk dispassionately.
“There is a large community of financial advisors who are eager to retake control of the portfolio management process for their clients. These advisors need a cost-effective solution that meets their investment and risk management needs and we believe BigFoot represents that solution,” explains Lee Johnson, founder and CEO of BigFoot Investments.
The result is a system ideal for established or transitioning advisors who seek greater investment research analysis or lack the internal resources to conduct thorough investment management operations.
Advisors can access the BigFoot platform through four flat-fee subscription tiers that feature elements tailored by investment vehicle:
BigFoot Variable Annuity Sub-account and Mutual Fund Platforms
Offers advisors with the following elements for either variable annuity sub-accounts or mutual funds at $150 per month:
- Trading System: Clear recommendations on when to buy, sell or hold, with back-tested results on variable annuity sub-accounts or mutual funds.
- Portfolio Architect: Research, customize and backtest portfolios based on BigFoot trading signals.
- Weekly Informational Webinars: Visibility into the BigFoot team’s outlook on markets, the economy and the processes that underlie our portfolio construction methodology.
BigFoot Individual Stock and ETF Platform
Features stock and ETF trading system and other aforementioned elements plus turnkey and custom portfolio tools for $300 per month:
- Turnkey Portfolios: Regularly updated blueprints for our Growth, Dividend, and ETF portfolios.
- Trading System: Clear recommendations on when to buy, sell or hold, with back-tested results on individual stocks and ETFs.
- Portfolio Architect: Research, customize and backtest portfolios based on BigFoot trading signals.
- Customizable Educational Materials: Research and commentary that advisors can private label to educate clients about investment decisions and market outlook.
- Weekly Informational Webinars: Visibility into the BigFoot team’s outlook on markets, the economy and the processes that underlie our portfolio construction methodology.
- Unrivaled Customer Service: Personal access to BigFoot professional and research analysts to ensure proficiency with the system.
BigFoot Bundled Platform
Advisors who seek an investment management toolkit that covers stocks, ETFs, mutual funds and sub-accounts can subscribe to BigFoot’s bundled platform, which integrates all elements for $400 per month.
The BigFoot flat-fee subscription model offers a cost advantage to advisors seeking an alternative to the basis points model employed by third-party money managers. Subscribers will reclaim pricing discretion over their investment management operations, which historically has been a strong source of revenue generation.
Advisors interested in exploring the BigFoot system will be provided with the training and ongoing support needed to achieve proficiency and ensure a platform setup that suits their particular needs. The BigFoot team will dedicate the resources necessary to ensure client satisfaction for the duration of their subscription.
About BigFoot Investments
BigFoot Investments is an online investment management system built by advisors for advisors. Our platforms are easy to use and provide a broad array of services. In addition to the trading system, advisors can follow turnkey portfolios developed by our research team and used in actual practice. You can also build and test your own portfolios. For more information, visit www.BigFootInvestments.com.