Financial advisers at Navy Federal Assets Management LLC have access to a new managed account platform thanks to a partnership with FundQuest, a registered investment advisory firm.
Navy Federal Assets Management, a subsidiary of the $36 billion Navy Federal Credit Union, will offer managed account solutions to its members. FundQuest said it will provide the division's financial advisers with a suite of technology-based productivity tools, back-office operational and reporting capabilities and investment research and monitoring services.
"This strategic partnership with FundQuest is consistent with our mission statement to proactively provide premier products and services to our members through leading-edge systems at the lowest cost," said Thomas Yee, president and chief operating officer at Navy Federal Financial Group.
Boston-based FundQuest has $64 billion in assets under management and administration.
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