COMPANY OBJECTIVE

OUR MISSION

Advisor Consultant Network's objective is to assist our clients in increasing their productivity, lowering costs and improving their competitiveness.  Since inception in 1995, we have been doing this in the following manner:

     introducing new technology to improve operations
         and reduce overhead.

     providing creative marketing services to attract
         clients and prospects alike.

     helping investment firms meet their compliance
         obligations.

     designing strategic solutions through automation of
         routine activities.

Advisor Consultant Network, Inc. is a software company which designs program applications and provides IT consulting and marketing services to investment firms. Our primary objective is creating software solutions which allows investment firms to maximize their operating efficiencies in handling information used in their normal business activities. Investment firms include investment advisors and consultants, banks, broker-dealers, investment companies, hedge funds, insurance companies and independent investment professionals.

COMMITMENT TO CLIENTS

Software and hardware technology are not just the processors of financial information but also the tools to be used to gather and interpret data in the right format, at the right time for you to make informed decisions. A goal of the modern investment firm is to make information available to all those who need it, employees, consultants and clients alike, so that better decisions are made, productivity is increased and benefits are derived.

Finding the balance between reducing costs and improving productivity will determine which firms will prosper. Our commitment is helping investment companies adjust the way they do business; showing companies how best to use technology; and, introducing new forms of technology to improve operations, reduce overhead and expand profit margins.

Company Brochure

Contact Information

President: James A. Hammett

Webmaster: Brian Limkemann

Telephone: (216) 522-1908     FAX: (216) 521-5558

INDUSTRY PERSPECTIVE

The investment advisory side of the financial industry has experienced enormous growth both in managed assets as well as firms to manage those assets over the past thirty years. The demand for new investment data and the tools to manage those assets has grown along with new consulting firms which evaluate managers' performance. Technology has fostered much of this growth while government legislation can account for the rest.

The results of this expansion in firms, assets and technological innovations is more information is now available or required for firms to handle to conduct their business. Timely investment data is needed on a regular basis in order for advisors to manage portfolios; for consultants to analyze managers' profiles and performance results; and, for both to make recommendations to their clients.

The challenge is how do you access the information you need; put it to productive use; share it both within and outside your organization; and, incorporate it into your product/services. Advisor Consultant Network, Inc. offers you some of these solutions and is always interested in developing new ones.