Our experienced investment professionals offer disciplined, comprehensive model portfolio management that can help you solve allocation problems and meet your clients' financial goals.
The Managed Account Program provides discretionary, model-based asset allocation strategies available for clients with at least $25,000 for the ETF strategy and $100,000 for Alpha Advantage or Tax-Sensitive strategies.
Our investment professionals monitor a diversified universe of available funds, performing thorough analysis before selecting quality funds that we believe will mirror our investment philosophy.
Each portfolio is built for a specific strategy such as tax-efficiency, lower internal cost or risk management. Investments in these portfolios can include open-end funds, Exchange-Traded Funds (ETFs) and a number of institutional-class funds.
Seeking portfolio outperformance versus the benchmark at each level of portfolio risk.
Seeking tax efficient low cost balanced portfolio management approach targeted to provide modest volatility.