Here at SMH Partners, we understand that every minute that you're out of business during a transition, you're not able to properly serve your clients and are effectively losing money. Our group of professionals has years of experience that will help make the transition as smooth as possible for you.

Throughout the process, we're here to offer leadership in successfully completing all of the details necessary for your move to SMH Partners. Our expertise in the process will help ensure that you enjoy as seamless a transition as possible, and minimizing the impact on your business during the move.

We will work with you to:

• To arrange block transfers for mutual funds and a negative consent transfer for your clearing firm business.
• We will process the block transfers and confirm the transfers as they occur.
• Assist you in following with each of your fund sponsors to ensure that all clients are transferred.
• Expedite the process of approving your business cards, stationery, customer letter and marketing materials for your transfer.

You have our commitment that we will do everything possible to make this as seamless and easy as it can be!