Do more for your clients.
Help your clients keep more of their wealth and attract new clients.
Almost instantly transform the economics of their appreciated stocks into the economics of ANY publicly traded stock (or stocks) THEY WANT
Requiring no selling of the appreciated stocks and no additional capital
Their transformed investment is backed by securities held in major financial institutions
Fintech based ProActiveShares.com is generally accessible to investors with investable assets of $2.1 mm or above (including the appreciated stocks)
Their money. Unlocked.
Managing your clients’ wealth just became a lot more interesting. Whether they invested smart, received a stock inheritance, sold their business or are thinking about selling shares of their company, you can help your clients do more with their money.
- Bring additional value to your current clients
- Market to affluent individuals in your area.
Selling appreciated holdings would require immediately realizing capital gains. ProActiveShares.com is introducing a smarter way for High-Net-Worth investors to potentially keep and grow wealth with a fin-tech based strategy that puts your clients’ money to work for them.
Minimize risk to your clients' stock holdings and diversify your portfolio
Require no selling of appreciated stocks and no additional capital
Enable your clients' access to a significant portion of their money anytime through major financial institutions
Why Use ProactiveShares.com?
Help your clients keep more of their wealth and attract new clients.
- Empower your clients to almost instantly transform the economics of their publicly traded low basis stock positions into the economics of ANY publicly traded stock (or stocks) THEY WANT without requiring any selling of appreciated stocks or any additional capital.
- Achieve the transformation by using fintech based ProActiveShares.com, which does not involve derivative contracts.
- Have peace of mind knowing their investment is backed by securities held in major financial institutions.
- Help your clients put their money to work for them while giving you innovative offerings.
Do you have clients where a single investment dominates their portfolio?
Do you miss access to strategies you had at previous firms?
Are you losing prospects to clients with strong capital markets access?
USE FINTECH BASED PROACTIVESHARES.COM TO DIVERSIFY LOW COST BASIS STOCK HOLDINGS
Empowerment
ProActiveShares.com uses fintech to empower your clients to invest close to 100% of current market value of their low cost basis stock holdings.
Accessibility
Other services require the use of complex derivative contracts, which generally are accessible only to investors with assets of $10mm or above. Some banks require investors to have even higher minimum asset size.
ProActiveShares.com does not use derivative contracts, and is generally accessible to investors with assets of $2.1mm or above.
Diversified Portfolio of Choice
With ProActiveShares.com, your clients can choose the diversified portfolio they want.
Unlike other services like “Exchange Funds,” ProActiveShares.com does not force them to have exposures they would otherwise not want.
Peace of Mind
With ProActiveShares.com, investments are backed by securities held in major financial institutions. Your clients are not exposed to the kind of counterparty credit risk as in the case with derivative contracts.
In addition, your clients can have access to investments and can exit anytime*.
* As with all investments, the value at exit is based on then prevailing market values and takes into account applicable expenses and subject to then prevailing tax treatment.
Ready to take action? The first step to doing more with your shares is easy
Explore if ProActiveShares.com is right for you with an easy, hassle free 30 minute consultation with us, and feel free to include your clients. We’ll share more details, answer your questions, and identify next steps together.
Take action. Let’s ProActivate your clients shares and do more with their money.
Download Your FREE Investor’s Kit!
Learn more about how ProActiveShares.com works and how easy it is to get started with a free resource that walks you or your clients through all the essentials.
(347) 537-6001
ProActiveShares.com helps High-Net-Worth investors keep more of their wealth by transforming their low cost basis stock holdings to a new diversified portfolio of their choice without requiring any additional capital or any immediate realization of capital gain.
© ProActive Planning Partners. Advisory Services offered through Fortitude Advisory Group, LLC
POWERED BY