Using your asset allocation strategy as the foundation, we will help you construct a framework for your portfolio. There are several investment vehicles and platforms to select from, each offering a different approach to investing. The platforms include:
- Fee-Based Brokerage Accounts
- Managed Mutual Fund Accounts
- Separately Managed Accounts
We also offer traditional investments and alternative investments.
Fee-Based Brokerage Accounts
In fee-based brokerage accounts, you pay your advisor a fee to assist you in managing your brokerage account including asset allocation, investment selection and ongoing portfolio management,
Managed Mutual Fund Accounts
Managed mutual funds accounts allow you to select an actively managed portfolio of mutual funds that is aligned with the asset allocation mix appropriate for your long-term goals and risk tolerance.
Separately Managed Accounts
Separately Managed Accounts provide access to globally prominent money managers. Each manager selects the investments for a portion of your customized investment portfolio, which the manager actively manages on an ongoing basis.
