ASSET MANAGEMENT

Our experienced investment professionals offer turnkey managed portfolios and oversee the research, trading, and rebalancing functions, allowing you to focus on financial planning and building client relationships.  We also offer you key flexibilities as an independent advisor allowing you to integrate the investment solutions you require into one, single platform.

Portfolio Series Overview

Institutional-quality, diversified allocations structured towards a diverse range of investment goals.

A collection of innovative, bond-ladder strategies seeking high income and predictable cash flow.

Diversified allocations covering a range of risk and return levels while including traditional investment exposures familiar to most investors.

Specialty portfolios using various risk management techniques attempting to deliver varying levels of return and tangible downside protection.

Portfolios designed to provide varying degrees of tax benefits through sophisticated trading and rebalancing processes or tax-advantaged investments.

A range of multi-disciplinary portfolios utilizing independent investment managers that undergo extensive due diligence and ongoing scrutiny.

A diverse range of strategies managed according to specific investment objectives and guidelines, each delivering targeted investment exposures.

Portfolios that include defined outcome strategies seeking equity market appreciation up to a cap with defined levels of risk management.`

Core Allocation Portfolios

A series of five institutional-quality, diversified portfolios structured toward reaching diverse investment goals.

  • Strives to deliver optimal total return (growth and income) through an actively-managed, go-anywhere investment approach
  • Extensively diversified across traditional and specialized investment types including stocks, bonds, foreign investments, hard assets, and hybrid securities
  • Forms the foundation of each investor’s portfolio by seeking maximum returns based on the stated level or risk

Aggregate All Assets

Our platform provides a single chassis for your business by accommodating held-in-kind assets, advisor-managed accounts, and SMAs / Third Party Money Managers.

401(k) Plan Solution

A turnkey employer-sponsored retirement plan solution including low-cost investment choices, managed portfolio options, fiduciary coverage, and advanced plan design, such as cash balance plans.

Variable Annuity Solution

Many of our investment strategies are available through variable annuity platforms, which may provide added flexibility and tax benefits to your planning process.

1031 Real Estate Solution

Private real estate strategies that may provide helpful diversification and additional income opportunities as well as possible deferral of real-estate related capital gains.

Direct-Held Mutual Fund Solutions

Managed mutual fund portfolios held directly at fund companies which provides an attractive solution for smaller accounts, SIMPLE IRA plans, and 529 accounts.

Private Placement Solutions

Limited partnership opportunities available to qualified investors that may offer attractive income, diversifying investment exposure, and potential immediate tax deductions.