McLean Wealth Advisors taps FundQuest for advisor support platform

Source: FundQuest

McLean Wealth Advisors has launched a new fee-based platform for their investment services business. FundQuest, a leader in managed account solutions, will support McLean's financial advisors with a customized suite of technology-based productivity tools, investment research, back-office operations, and performance reporting.

McLean Wealth Advisors is an affiliate organization of The McLean Group, an investment bank with a nationwide network of 28 offices.

According to Enrique Brito Senior Managing Director at McLean Wealth Advisors, "FundQuest's technology and back-office services will help us to control costs and accelerate our growth. We have no ties to specific investment products and our recommendations are unbiased, so FundQuest's objective approach to investment research is an excellent fit."

McLean will provide separate accounts, ETFs, mutual funds, income portfolios, unified managed accounts, and model based portfolios managed by FundQuest. This new managed account platform will be linked to McLean's custodian, Schwab Institutional.

According to Maryanne Morrow, Vice President, National Accounts, at FundQuest, "McLean's advisors now have a state-of-the-art tool kit that will increase the efficiency and effectiveness of their business development and client services efforts. FundQuest's administrative and research services enable advisors to focus more time on the one-to-one interactions that clients value most."

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