Separately Managed Portfolios

Professional third-party money management is available through the Benjamin F. Edwards Separately Managed Portfolios program.

Our platform provides access to a wide variety of managers and strategies. From Large Cap to Small Cap, Growth to Value, or U.S. Domestic to International, our clients have the flexibility to structure an asset management program that best fits their financial needs and objectives.

In addition to offering some of the most well-established firms in asset management, we also offer several highly-regarded boutique firms, including the following: