StoneX Wealth Access 與 Becon IM 使用情況與統計

BECON Investment Management is an exclusive independent third-party distributor focused on the US Offshore and Latin American markets. We represent a handful of the world’s leading investment managers. Our boutique representation approach allows us to offer advisors different perspectives and capabilities which creates the conditions for a deeper relationship. Working with a firm with local presence that can provide you multiple best in class solutions for your client’s portfolios will simplify your relationships with the myriad of providers seeking your attention. • Complete portfolio analysis by professionals. • Regular investment updates via email, conference calls, and webinars. • Regular in office visits to ensure you have the latest perspectives and industry trends. • Global due diligence events and investment forums in which you will hear directly from Portfolio Managers entrusted with your client’s assets. • Regular road show events in your country with the investment managers we represent. • Our commitment to partner with you and provide the most exceptional service in the industry.