Pittsburgh — Invesmart Inc., a Pittsburgh-based retirement services firm, has kicked off a nationwide rollout of its new Partner Program to banks and investment advisors.
Through the new offering, Invesmart and its advisory affiliate, Invesmart Advisor Inc., provide advisors with a five-step mutual fund screening and due diligence process, ongoing monitoring with private-labeled quarterly investment monitoring reports, investment policy statements, marketing support, and comprehensive plan administration and recordkeeping.
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