Access a range of professionally managed strategies, including tactical, strategic, dynamic, and faith-focused portfolios tailored to different risk tolerances and investment objectives giving you the flexibility to mix and match strategies or use pre-built multi-strategy portfolios for varied client needs.
Strategies are designed with built-in risk mitigation, including hedging options and defensive tactics during market downturns and compatible with leading model manager platforms (e.g., My Advice Architect, LPL's Manager Exchange), ensuring easy adoption.
FPI handles the implementation, monitoring, and rebalancing of strategies, allowing advisers to focus on client relationships and standardized strategies reduce adviser compliance burden by ensuring uniform application across accounts.
Clearly outlined management fees provide confidence to both advisers and their clients and offerings such as QFC strategies, faith-based investing, and managed futures set advisers apart from competitors.