Program Management

Each client is unique. Differences in portfolio size, objectives, and tax circumstances all have a bearing on the appropriate investment solution.

We serve the range of needs of advisors and investors. Our programs include:

• ETF Program - for clients who are both cost and tax-sensitive, regardless of size.
• Mutual Fund Program - for smaller clients with tax-deferred portfolios interested in pursuing excess returns through active management.
• Unified Managed Account (UMA) Program using 3rd party manager models
• Unified Managed Account (UMA) Program with a tax-managed core

Each program is offered across the range of investment objectives established in Model Management process. The result is a roster of strategies that serves a broad range of clients and advisors.

Call us for more detail on each of these programs.

Benefit to advisor:  a broad range of investment options, including models-based portfolios to serve clients based on their unique size, objectives and tax circumstances.