GA Pincus Funds
TN, TX, IL, NY Registered Investment Advisor
GA Pincus Funds
TN, TX, IL, NY Registered Investment Advisor
How It Was
Traditionally, RIAs were salesmen, they found clients and invested with third party money managers. Client's assets were invested in products with high fees and clients paid even larger fees to the money managers and RIAs.
How It Is
RIAs have found lower cost money managers in the form of robo-advisors and less expensive financial products. RIAs have access to a robust suite of technology: portfolio management, auto-rebalancing, CRM, pretty dashboards, enhanced reporting, etc. But these tools come with a price. In order for RIAs to maintain their margins, they pass these fees through to their customers.
How It Could Be
GA Pincus Funds has combined the roles of traditional RIA and money manager. We have built our own technology suite inside our software, GAPTrader. We actively manage our clients assets using a proprietary algorithm within our robust software package. We lowered our investors fees and still maintain healthy margins. We are sustainable. We are the future.