Wealth Management Platform (WMP)

Our WMP is a web-based platform backed by leading research and technology with the following distinct advisory programs:

Genesis Model Portfolios

Managed by a select group of high-quality portfolio strategists that provide you with full diversification, ongoing management and automated rebalancing with account minimums starting as low as $5,500.

Unified Managed Accounts

Offers us the flexibility to build you customized portfolio models with a variety of investment products: Separately Managed Accounts, Model Portfolios, Mutual Funds and ETFs, in a single fully-diversified portfolio with account minimums starting at $50,000.

Separately Managed Accounts

Allows us to provide individual investor’s access to high-quality investment managers, many that were only exclusive to large institutional investors with account minimums starting at $100,000.

 

 

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Check the background of this financial professional on FINRA's BrokerCheck