www.BridgePortfolio.com
Chicago, IL – BridgePortfolio®
BridgePortfolio will provide Kabarec with the set-up and ongoing maintenance of its back office activities including a private label website, an account opening tool, daily reconciliation, billing and performance reporting.
David Edstrom, Chief Marketing Officer of BridgePortfolio, identifies the intent of new partnership to “eliminate the non-revenue generating tasks that take advisors’ time away from clients.” He notes, “Kabarec’s mission is to assist their clients in realizing their dreams by providing personal and customized advice. When advisors are faced with back office headaches, they are unable to deliver the most timely and personalized levels of service that they otherwise could be.
Through Kabarec’s new relationship with BridgePortfolio, advisors will be able to increase productivity thereby improving customer relationships and providing more personal and customized financial advice to their clients.”
About Kabarec Financial Advisors, Ltd.
Kabarec Financial Advisors, Ltd. is a fee-only financial advisory and asset management firm that has provided uniquely tailored wealth management services to affluent individuals and their families since 1982. The firm uses a structured process to build client portfolios with investments in diverse asset classes. Focusing on individual clients’ financial goals and risk tolerance, portfolio design seeks to emphasize consistent investment returns with preservation of capital, maximizing potential long-term appreciation or a combination of the two.
Kabarec Financial Advisors, Ltd. currently provides services to over 170 clients managing approximately $150 million of client investments on a discretionary basis. They are registered with the Securities and Exchange Commission (SEC), the Illinois Department of Securities, and the Florida Department of Securities as a Registered Investment Advisor. For more information visit http://www.kabarec.com.
About BridgePortfolio.com, Inc.
BridgePortfolio is the leader in developing flexible, customized, private-labeled asset management platforms for investment advisors, investment managers, broker-dealers, financial planners, banks and trust companies in order to profitably deliver investment advisory services, including ETF and mutual fund wrap model portfolios, SMA and UMA programs. Founded in 2000, the company has approximately $2 billion in assets under management. BridgePortfolio has developed a suite of outsourced services including private label website development and hosting; efficient online account setup; account administration;
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