YieldQuest Select® Portal
Our newest and most ambitious client communication initiative is the YieldQuest Select Portal website. This is a comprehensive site for YieldQuest Select clients only, that offers a wide range of important market-related information, updates on YieldQuest portfolio strategies, and other useful information for clients. This site is broken down into three main sections: New to YieldQuest, Advisors Tools, and Client-Ready Materials.
New to YieldQuest Select – This area is designed for prospective YieldQuest Select client partners to aid them in the due diligence process. Because we are seeking much closer relationships, we place a good deal of emphasis on the initial due diligence process – whereby both our firms work to ensure there is potential for a good fit. From our point of view, a big part of this revolves around prospective clients spending time up front in understanding our strategies, familiarizing themselves with our performance track record, listening in on YieldQuest Conference calls, etc. All of this relevant information is conveniently located in our New to YieldQuest section of the Portal.
Advisor Tools – This section is designed specifically for our YieldQuest Select Client partners, with all content intended for institutional use only. Here you will find a variety of commentaries, market snapshots, charts and graphs, conference calls, performance information, and more. This is your one stop shop for every client communication piece we have published, as well as many additional documents designed to help you better understand our ideas and strategies. We are highly confident you will find this section of our portal extremely useful, and something not currently offered by most of our competitors.
Client Ready Materials – In addition to all the information that is designed for advisors only, we have spent time in developing a series of reports and educational pieces that are specifically intended for you to utilize with your individual investor clients. We believe these documents will aid you in outlining our strategies to your clients, as well as helping them gain a better understanding of our firm and investment philosophies. These materials range from very simple, bullet-point type articles, to in-depth reports that may be helpful for your “information hungry” clients. As always, we encourage feedback from our clients so that we can make these resources as useful as possible.