The Architect program is a Unified Investment Account (UIA) that combines the best of mutual funds, exchange traded funds, separately managed accounts, and individual stocks into one coordinated account. Featuring automatic rebalancing, and smart cash management, the Architect is the next step in the evolution of managed assets.
The Advance program is a separately managed account program that gives our clients access to world class institutional money managers at reduced minimums. We work closely with our clients to develop an investment policy statement, which provides the framework to build a customized portfolio to suit the client's needs.
The Blueprint program is our in-house separately managed account program based on our #1 ranking research. The 9 different mandates are managed by professional portfolio managers, and we will work together with you to determine which of these mandates best meet your investment objectives.
If you would like to discuss how Managed Asset Programs can complement your overall wealth management strategy, contact us by Email or at 780-945-5203.