Each client is unique; therefore, we strive to custom-tailor each clients wealth building and it's management strategy necessary to work towards each client's unique needs, while ensuring all values and goals are aligned.
The Wealth Management Platform (WMP) delivers a wide range of investment strategies. We have four different wealth management services to choose from.
Separately Managed Accounts: With a Separately Managed Account (SMA), clients enjoy direct ownership of the securities held in their portfolios, allowing for greater flexibility, more control and significant tax advantages over other investment vehicles.
Advisor Managed Portfolios: The Advisor Managed Portfolio (AMP) program allows for us to easily construct and manage custom portfolios.
Genesis Model Portfolios: We partner with competitive third-party strategists, which allows us to construct each client portfolio and carry out ongoing investment management strategies
Unified Managed Accounts: Our Unified Managed Account (UMA) allows us to build customized portfolios and seamlessly manage an allocation of traditional separate account strategies, Genesis Model Portfolio Strategies, mutual funds, and ETFs in a single client account