McLean Wealth Advisors Launches New Advisor Support Platform Using FundQuest’s Technology Services

McLean Wealth Advisors has launched a new fee-based platform for their investment services business. FundQuest, a leader in managed account solutions, will support McLean’s financial advisors with a customized suite of technology-based productivity tools, investment research, back-office operations, and performance reporting.

McLean Wealth Advisors is an affiliate organization of The McLean Group, an investment bank with a nationwide network of 28 offices.

According to Enrique Brito Senior Managing Director at McLean Wealth Advisors, “FundQuest’s technology and back-office services will help us to control costs and accelerate our growth. We have no ties to specific investment products and our recommendations are unbiased, so FundQuest’s objective approach to investment research is an excellent fit.”

McLean will provide separate accounts, ETFs, mutual funds, income portfolios, unified managed accounts, and model based portfolios managed by FundQuest. This new managed account platform will be linked to McLean’s custodian, Schwab Institutional.

According to Maryanne Morrow, Vice President, National Accounts, at FundQuest, “McLean’s advisors now have a state-of-the-art tool kit that will increase the efficiency and effectiveness of their business development and client services efforts. FundQuest’s administrative and research services enable advisors to focus more time on the one-to-one interactions that clients value most.”

About McLean Wealth Advisors

McLean Wealth Advisors is an independent fee-only Registered Investment Advisor that provides planning and investment management services to individuals and business entities. McLean is committed to providing unbiased advice with tailored recommendations that present clear roadmaps for their clients’ financial futures.

The firm is affiliated with The McLean Group, a national middle-market investment bank providing mergers and acquisitions, capital formation, market intelligence, business valuation, litigation support and exit planning services. Headquartered near Washington, DC, the firm is among the largest independent middle-market investment banks in the region and has 28 offices nationwide. www.mcleanadvisors.com

About FundQuest

FundQuest is the best partner to help financial firms and their financial advisors to reduce expenses and accelerate growth. Services are delivered via partnerships with over 130 financial institutions. The combined US and European operations of FundQuest have $64 billion in assets under management and administration. Services are offered in the US through FundQuest Incorporated, a Registered Investment Advisor founded in Boston, MA in 1993.

Financial institutions leverage FundQuest’s flexible menu of wealth management solutions to provide: unified managed accounts, mutual fund advisory, separately managed accounts, income portfolios, trust services, annuities, exchange-traded funds, and alternative investments.

FundQuest is the most innovative and flexible partner with the best overall support for advisors and management. The company’s advanced technology, objective investment research, back-office operations, and sales support services help financial advisors to address their clients’ important financial goals. FundQuest is owned by BNP Paribas, a global leader in financial services. www.fundquest.com/usa

The FundQuest name and logo are registered trademarks of BNP Paribas.

Contacts

McLean Wealth Advisors Contact:
Enrique Brito, 703-827-5093
ebrito {at} mcleanllc(.)com
or
FundQuest Contact:
Jim Graves, 617-526-7386
jgraves {at} fundquest(.)com