Partner Programs

Financial institutions account for the distribution of 25% of all mutual funds and annuities products sold. The growth of mutual fund and annuity sales has been fueled by deregulation, the need to enhance fee income and the increase in consumer knowledge about investing.

Unfortunately, as financial service providers increase their sales activities, many providers of alternative investment programs terminate their relationships with smaller institutions or do not provide adequate revenue sharing.

The Partnership Program is designed for financial institutions, insurange agencies, and other providers of traditional financial services seeking to offer their customers a full spectrum of financial services including full service brokerage, mutual funds, annuities and a full line of insurance products through New Horizons Asset Management Group, LLC. a full service broker dealer.

The Partnership Program offers several options to provide financial services to your customers. The Partnership program provides an effective way to significantly increase your fee income and offer the same services as your competitors.

What is the Partnership Program?
The Partnership Program was developed in response to the growing number of local financial institutions engaged in the business of providing securities to their customers. This trend is reflective of consumer demand for more options for their savings.

Superior Service, Quality Products, Competitive Payout
The Partnership Program is designed to be a "turn-key" program while at the same time allowing financial institutions the freedom to tailor the program to meet their specific needs.

Our approach is built around providing financial institutions three key ingredients for success: quality financial products, superior service, and a competitive payout.

The Program is typically structured with investment representatives as employees of the institution dedicated to offering investments. These investment representatives are licensed for the sale of securities with New Horizons Asset Management Group, LLC.

We recognize that each institution operates differently, which is why we have built in flexibility to treat every relationship for its individuality.

The Partnership Program is uniquely structured including design, contractual arrangements, and regulatory approvals on all levels.

Benefits to our partners
Working with the Partnership Program offers some distinct advantages to our partners. We have spent over 10 years managing partner investment programs, and we have a good understanding of the meaning of community banking. While fee income is important, we also recognize that high quality service is very important. New Horizons is locally headquartered in the Hudson Valley.