PGR Solutions provides a number of tools and support services for our STAMP participants.
Each STAMP participant has a relationship supervisor assigned to assist with questions, training and support. In addition to ongoing field and sales support, our offering includes the following tools and services:
- Financial tools such as Life Planning Model and Portfolio Builder updated quarterly
to reflect current performance data - Six Model allocations crossing all ranges of risk exposures for both tax-exempt
and tax-managed accounts, updated periodically as needed - Periodic rebalancing and/or fund updates to the Model Allocations performed
automatically by PGRS - Portfolio Analysis Comparisons between existing investments and DFA Funds
- Custom Management Reporting for Financial Advisors and their Clients
- Sample Marketing Materials
- Sample Presentations
- (Financial consultation regarding divorce and) Divorce Evaluations
- New Client Account Documentation and Processing
- Trade Order Processing
- Basic and Advanced Training on all facets of the STAMP program
Home | Client Services | Advisor Services | Advisor Support Services | Retirement Plan Services | Program Partners | Customer Care | Contact Us
