Managed Money

Our Managed Account Solution provides individual investors with direct access to some of the world's leading investment managers, many of whom were once available exclusively to large institutional investors. With a separately managed account, your client enjoys direct ownership of the securities in the portfolio. This allows for greater flexibility, more control and significant tax advantages over other investment vehicles.

Mutual Fund Wrap

• Access to leading money managers
  
• Disciplined client-appropriate asset allocation strategies
  
• Broad market diversification
  
• Proprietary quantitative and qualitative analysis
  
• Ongoing monitoring and regular rebalancing
  

Separately Managed Accounts

Professional asset management

Access to the knowledge and expertise of leading institutional asset managers. If accessed directly, many of these firms are only available for accounts of $25 million or more.


Customization

The portfolio managers can make minor adjustments to the portfolio to fit your client's needs. For example, they can take into account existing securities to avoid overlap, or restrict the purchase of securities that your client does not want to own.


Tax efficiency

With direct ownership of the securities in the portfolio, your client and you can actively manage for taxes (i.e. since each security transaction has a separate cost basis, capital gains and losses can be recognized as necessary to mitigate the impact of taxes).

Multi Manager Account

This investment strategy delivers the benefits of a traditional separately managed account in a single fully-diversified portfolio for as little as $250,000.

Professional Asset Management

Access to the knowledge and expertise of leading institutional asset managers. If accessed directly, many of these firms are only available for accounts of $25 million or more.

Diversification

One lead portfolio manager keeps the portfolio in balance with your asset allocation strategy, helping to avoid unintended overlap in styles or positions.

Simplified Account Paperwork

Each portfolio is held in a single custodial account which simplifies new account processing and eliminates the hassle of multiple statements.

Comprehensive Performance Reporting

Since the managers are held within a single account, performance reporting is focused on the combined portfolio, not the individual managers.