Antares works for the benefit of clients who are introduced to us by independent Financial Planners. We take care of the client’s investments (and compliance related to that) while the financial planner continues to service the client. As Portfolio Manager we highly value the input the financial planner provides us and see it as additive to our own decision making. Clients benefit from having two professionals working collaboratively to serve their needs. In working with Antares, Financial Planners can offer clients a rigorous and structured approach to investment management, plus lower fees than would typically be levied by mutual funds and insurance products.

How We Work with Financial Planners

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