Harness the power of a turnkey asset management program (TAMP) with the ability to manage multiple strategies in one streamlined SMA, back-office support, powerful business management tools, and client services.
Help clients add risk management to 401(k) and 403(b) accounts using separately managed accounts (SMAs), including the self-directed brokerage account (SDBA) option that is already part of their plans.
Offer your plan-provider clients risk-managed investments within their pension and profit-sharing plans.
Help your clients preserve and grow their wealth by adding risk-managed overlays to their current variable annuity investments.
Meet client demands for values-based investment solutions without sacrificing superior risk-adjusted returns. Faith-based and socially responsible options are available.
Serve more clients and increase AUM by efficiently managing small accounts (less than $25,000).
Learn to be a proactive adviser with My Business Analyzer and our OnTarget Investment process. Provide your clients with a personalized benchmark for their portfolio against which to track their progress.
Add dynamic risk management to existing portfolios of American Funds to address the risks and opportunities present in every market environment.