Brian Nelson, President and Managing Director at Harborside Group, and Joe Neuberger, Global Fund Services President at U.S. Bank Global Fund Services, were guests on a recent episode of Discovery Data’s The Data Possible Podcast. They discussed the creation of their multiple series trust partnership, Total Fund Solution, and how it can benefit asset managers and investment advisors.
- What a multiple series trust is and the benefits of leveraging this vehicle
- How working with Total Fund Solution allows managers and advisors to maximize distribution and marketing effectiveness
- How Total Fund Solution helps solves the challenges of today’s environment
Click the audio player below to listen to the conversation.