Advisory Products
Every investor you serve is unique. And we believe the advisory structures that serve them should be, too. From discretionary management to client-directed investing, our advisory products allow financial advisors to fully customize their relationships with fee-based arrangements, including:
- Allocation Advisors: Professionally managed ETF portfolios for as little as $25,000.
- Asset Advisor: Flexible portfolio construction driven by investors’ selections.
- Customized Portfolios: Client-directed mutual fund wrap program.
- Diversified Management Allocations (DMA): Multiple outside money managers combine in one diversified account.
- FundSource: Mutual fund wrap program with over 40 model portfolios.
- Masters Program: Comprehensive, separate account management program with over 80 select managers representing nearly 185 portfolio strategies.
- Optimal Blends: Innovative method that identifies and analyzes leading money managers, implemented through FundSource and DMA.
- Private Advisor Network Program: Third-party accounts with direct access to a nationwide universe of leading money managers.
- Private Investment Management: Discretionary portfolio management program for seasoned financial advisors.