As financial advisors, we often extoll the virtues of Dollar Cost Averaging to clients, encouraging them to set-up a regular PAC (or two) into their investment portfolio. Yes — It’s a simple, set-it-and-forget-it strategy to help minimize the impact of volatility but, could be so much more. 

The products you recommend clients invest into through Dollar Cost Averaging are equally as important as buying into the strategy itself. Combining DCA recommendations with one of Agora’s Managed Solutions brings well-constructed investment options, award winning funds and oversight from professional, independent portfolio consultants into the mix. The result is a wrap-around solution, designed with your client’s needs in mind.  

Although establishing a PAC from a client’s bank account is easily set up on our advisor portal, there are additional PAC options you may not yet have considered putting into motion. 

• Transfers of cash balances from a client’s Prime account into a Managed Solution
• Sales of underperforming or higher priced holdings in Prime accounts and movement into a Managed Solution

Scheduling these in the advisor portal not only creates efficiency for you but also, peace of mind knowing you are providing clients with the optimum exposure to markets, sectors, and asset classes. 

Let us help you take Dollar Cost Averaging from “set it and forget it”, to “set it to get it”! Talk to us about additional ways we can help you make things happen.