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.