Thesis Research and Consultancy Service (TRACS)

TRACS is Thesis’ investment consultancy service for Financial Advisers, working closely with you to identify the most appropriate investment solutions for your clients. TRACS provides the service you require to ensure the ongoing suitability of investment advice. We can assist you in a range of areas, whether that is helping segment your client bank on the basis of their needs, objectives and risk profiles; or providing your required tailored investment outcomes to meet client needs.

How can we help?

Ongoing support

We pride ourselves in the ongoing support given to Financial Advisers, whether that is via your open discussions with our research and investment teams, helping you with Financial Promotions or providing engaging investment commentary as part of your client communications. We can tailor a solution to work in partnership with you.

Contact our Business Development team to find out more about how we could help your business. You can download a copy of the TRACS brochure and the technical document.

Testimonials

“We have found the team at Thesis Asset Management to be knowledgeable, flexible and consultative as they helped us to develop a proposition that’s right for our business.”

“We worked with the Investment Specialists, Research and Business Development teams who all clearly understood the challenges of a modern financial advisory business and could support us with ideas, expertise and most importantly put in place the agreed solution effectively.”

Call us on
01243 531 234

or

Email us at
info@thesisam.com