For Our Clients

Separately Managed Portfolios

Our platform provides access to a wide variety of managers and strategies for Equity and Fixed Income, from some of the most well-established firms in asset management to highly-regarded boutique firms.  In this program, you and your Advisor work together to select a portfolio manager to invest in a portfolio of individual securities – stocks, bonds, and/or ETFs for your account. From Large Cap and Small Cap, Growth and Value, and U.S. Domestic and International, our clients have the flexibility to structure an asset management program that best fits their financial needs and objectives.