News / Finance
Financial Advisors Maximize Clients’ Portfolio with BofI Advisor’s Concierge Financial Services
- Select Money Market accounts: Provide a highly competitive rate, plus liquidity, flexibility and accessibility along with limited check writing privileges
- Select Checking accounts: Opportunity to earn interest along with high yields that beat the competition
- Select Savings accounts: Highly competitive rate along with the opportunity to earn interest compounded daily on qualified balances
- Select CD: High rates, high returns, and no risk
BofI Advisor, a division of BofI Federal Bank, owned by BofI holding, Inc. (NASDAQ: BOFI), is fully aware of the expectations placed upon financial advisors. In order to provide the best possible services to their clients, financial advisors must be able to rely on sound investment vehicles.
This concept is the backbone of BofI Advisor’s concierge financial services, which serve as a foundation of core banking products that help investors minimize risk and maximize return potential. In addition, these products are packaged together with features that add value to both the financial advisor and their clients.
- Competition free environment without in-house wealth management
- Strong product offerings with high interest rates and low or no fees
- Consolidated reporting to view all their client accounts online
Financial advisors interested in offering their clients the high-yield banking products and services provided by BofI Advisor can learn more about the financial advisor program at: https://www.bofiadvisor.com/Advisors.aspx
