Using Total Fund Solution to Maximize Distribution Effectiveness With Brian Nelson and Joe Neuberger

In this episode of The Data Possible Podcast, Brian Nelson, managing director at Harborside Group, and Joe Neuberger, president at U.S. Bank Global Fund Services, discuss the creation of their multiple series trust partnership, Total Fund Solution, and how it can benefit asset managers and investment advisors. 

You will learn:

  • 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 solve the challenges of today’s environment

Resources: Harborside Group | U.S. Bank Global Fund Services | Discovery Data  

Related: 2020 Year in Review: Changes to the Financial Services Industry That Will Impact the Year Ahead With Craig Katz