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Fellsway Winchester & Associates LP

Transactional Based Portfolio Management Solutions

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The information displayed on this site is for public use. The products and services are open for discussion to provide knowledge to interested parties requiring transactional based portfolio management solutions. 

This organization operates on an per invite basis and can accept or deny invitation as the organization see's fit. The Portfolio Holder is pre-qualified by his/her assigned Manager through our "Invitation Center" before an invitation is extended to the Portfolio Holder

Each Portfolio Holder is established with a Risk Management Account (RMA Account) managed by our organization. Each Portfolio Holder will be able to submit future contracts only after the completion of the initial contract in the first 30 days.

Effective immediately - For each successful application completed by Portfolio Holder against a Risk Managed Protection Policy, Consumer will be required to perform the required recommendation or similar within 30 calendar days after receiving their “Welcome Letter” (NO EXCEPTIONS!!!!).

If the Portfolio Holder fails to perform within 30 calendar days, this will be considered an inactive file and this will automatically result in permanent termination. A termination letter will be provided and if at any point in the 30 day trial period the Portfolio Holder does not comply with the protocols set by this organization, this will qualify as automatic grounds for termination.

Referrals;

The organization does accept Independent Consultants Portfolio Holder referrals. Should the Independent Consultant engage us on behalf of the Portfolio Holder, the Independent Consultant will be paid by the organization upon a successful transaction completed by the Portfolio Holder.

Alternatively, the organization does recommend that Independent Consultant's maintain its relationship as an Investment Consultant of Fellsway Winchester & Associates LP. The Investment Consultant will manage and operate its own My Sure Protection Fund through our Global Resource Administrative Capital Enhancement System.

If you are a Portfolio Holder requiring financial coverage against high maintenance contracts, enter our site and select our Coverage Protection Plan.

If you are a Portfolio Holder requiring logistics coverage against high maintenance contracts, enter our site and select our Coverage Protection Plan.

If you are a Portfolio Holder requiring financial coverage against low maintenance developments, enter our site and select our Development Protection Plan.

If you are an Independent Consultant seeking new opportunity, enter our site and select "Work With Us" and become an Entry Level Investment Consultant or an Investment Banker.