RESOURCES
What You Need to Provide Professional Management
Our investment tools combine independent research with practical portfolio solutions, giving institutions three distinct ways to strengthen their investment offering and client experience.
HOW IT WORKS
PORTFOLIO STRATEGY /
OUR LINEUP
PORTFOLIO STRATEGY /
YOUR LINEUP
ASSET ALLOCATION
& MARKET INSIGHTS
You keep your lineup — we provide structure and oversight. We deliver everything in our Market Insights, plus we work from your current list of funds/managers to deliver an approved list, allocation weights, research updates, capital gains reports, and operational reporting—giving you a clear, implementable framework without changing your core manager roster.
We provide the portfolio design — you implement it. We deliver everything in our Market Insights, plus our proprietary security selection—allowing you to leverage our investment process while you retain operational control and maintain your client relationships.
FOR FIRMS SEEKING
You manage the investments —
we deliver the insights. We provide
fully white-labeled asset allocation
models, weekly, monthly, and
quarterly market commentary, market
commentary, and research insights
that integrate seamlessly into your
client communications.
Timely perspectives and clear communication to keep clients engaged and confident. Our research, commentary, and education content help advisors deliver informed guidance in a rapidly changing market.
To strengthen their investment process with disciplined, research-driven frameworks. We provide model portfolios, portfolio construction guidance, and allocation recommendations designed to align with client goals and market conditions.
To streamline oversight of approved securities and managers. We deliver asset allocation, research, due diligence, monitoring, and reporting tools-empowering firms to make confident decisions while reducing the operations burden of security and manager selection and oversight.
PORTFOLIO MANAGEMENT
DIRECT INDEXING
Our Managed Solutions are fully managed by our experienced team, providing end-to-end service from portfolio design to trading and operational support. This streamlined approach frees advisors to focus on building stronger client relationships and growing their business, while we handle the complexities of portfolio management.
With options including Direct Indexing, Fund Allocation Portfolios, and Manager Select, we deliver institutional-quality strategies in a simple, scalable way.
FUND ALLOCATION PORTFOLIOS
Portfolios that deliver broad diversification across every size account. Managed with powerful technology to maximize efficiency.
MANAGER SELECT
Third party manager platform that brings in cloass portfolios delivered through a powerful model hub. Harvesting tailored to your clients preferences and existing portfolio.
DIRECT INDEXING
Discover and build custom indexes and portfolios that align with the unique values and preferences of every client. Choose only what you need. Each service is available on its own so you can build a modular system.
$0k-$500k
$500k=$5mm
$5mm+