Curian Capital, a Denver registered investment adviser that provides fee-based managed accounts, unveiled a series of concierge services Tuesday.
Financial professionals who are approved for the concierge program can fax completed client profiles and suitability questionnaires to Curian Capital, and program specialists will input the information into Curian's On Target Suitability Process engine to deliver a customized investment proposal.
When accepted by a client or prospect, the proposal becomes the client's investment policy statement. The result is less data entry for financial professionals and faster turnaround of customized investment strategies.
Since its 2003 start up, Curian has secured more than 250 selling agreements with independent broker/dealers, providing it access to more than 16,000 financial professionals. And Curian has opened more than 12,000 customer accounts.
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