Due Diligence Works Inc. Becomes a Registered Investment Advisor

Due Diligence Works Inc. (DDW) has always acted as a fiduciary for its clients, but now the company is making it official. As of May 25, 2018, DDW is a Registered Investment Advisor, announced Michael Freeman, president and co-founder of DDW.

“DDW has always put the needs of our clients first by providing product-level due diligence and counsel to our broker-dealer and RIA clients,” continued Freeman.

DDW has always put the needs of our clients first by providing product-level due diligence and counsel to our broker-dealer and RIA clients.

Michael Freeman

President and Co-founder of DDW

This is not a change in DDW’s business model, but part of its continuing effort to raise the bar for due diligence across the industry.

  • DDW offers due diligence, research and product shelf management for broker-dealers and RIAs.
     
  • DDW covers annuities, insurance, mutual funds, managed money and alternative investments.
     
  • DDW’s new Product Portal brings all of DDW’s proprietary due diligence together in one easy-to-access online database that supports home offices' responsibility to manage and monitor their product shelves and helps Advisors select the right products for their clients.
     
  • DDW does not manufacture insurance products or manage portfolios allowing it to maintain impartiality and avoid conflicts of interest.

Due Diligence Works Inc. supports RIAs and Broker Dealers to provide:

• Ongoing Due Diligence of investments and insurance products.

• Product Shelf Management helping firms review the entire universe of products (not just their platform); ensuring they have the best products on the shelf and can prove it.

All in a variable cost and conflict fee model that can bring down cost, improve quality and stand the test of regulatory scrutiny.

For more information, please visit www.duediligenceworks.com.

Source: Due Diligence Works

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Categories: Financial and Insurance Services

Tags: annuities, broker dealers, due diligence, financial advisors, insurance products, product shelf management, regulations, RIAs


About Due Diligence Works

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Due Diligence Works, Inc. Supports "Best Interest Advice" through Independent, Best Practice, Always On, Full-Time Due Diligence of your investment and insurance products.

Due Diligence Works
20 Van Vleck St.
Montclair, NJ 07042
United States