About Advisor Access

Advisor Access was designed to bring compelling new investment ideas to financial advisors. This is done in a concise format including the critical pieces of information an investor needs to make an investment decision.

The following issues that investors ask about when they are considering a potential investment idea are addressed in the email:

• An in-depth interview with the company’s CEO
• A corporate fact sheet that lays out the financial metrics
• The third party credibility of respected Wall Street analysts

Armed with this information, in an attractive electronic format (email), advisors can be proactive and make compelling recommendations to clients.

In addition, advisors can also forward the email to clients. The emails are attractively designed and written with the retail investor in mind and make an ideal collateral piece to support the advisor’s recommendations.