We aim to enhance their relationship with their clients by providing expert and tailored portfolio management with direct access to the investment team responsible for each decision made within their client’s portfolio.

Luna is always looking to partner with new financial advisors. This begins with a meeting to educate one another as to the disciplines and services of each business, thus creating a full understanding of the potential benefits of working together. A formal introducer agreement is then signed which facilitates the advisor charging arrangement and the responsibilities with regard to suitability of the client investment strategy, account opening and client verification documentation. Once Luna is managing a client’s portfolio, the financial advisor will be able to track progress on a daily basis, together with access to valuation and tax reports, via the Luna Portal. The advisor will also receive regular market updates and proactive commentary from the Luna Investment Committee.

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