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Crown Heritage

Adviser Advantage Asset Management

Crown Heritage Adviser Advantage is a state of the art, fee based platform leveraging
the power of Crown Capital Securities, National Financial Services (NFS) and
Envestnet Asset Management, to provide you with a turn-key money management
wrap platform.

Crown Heritage Adviser Advantage offers:

Industry Leading Proposal Generation allows you to:

• Analyze an existing portfolio
• Assess a client’s suitability with a risk tolerance
questionnaire
• Develop a new investment strategy
• Compile the data into a professional sales
presentation tool

The control and flexibility you want to manage and
report on your clients’ portfolios, including:
• Fee billing (Advisors are paid in advance on a
quarterly basis)
• Ability to build and maintain custom model
portfolios
• Quarterly performance reporting
• Automatic system rebalancing

• The ability to link managed and brokerage
accounts for a consolidated statement
• Online access to view client accounts through
the NFS Streetscape workstation
A wide variety of managed account options including:

• Heritage Adviser Model Management
• Heritage Wrap Strategist Program
• Separately Managed Portfolios

• Unified Managed Accounts

Crown Capital Securities, L.P.

725 Town & Country Rd., Suite 530, Orange, CA 92868
(714) 547-9481 * (714) 547-9735 Fax * www.crowncapitalsecurities.com