475 2nd Ave South, 3rd Floor
The simplified way to build wealth
It is truly a collaborative approach to investing, with more freedom and flexibility that ever before in deciding your level of involvement in building your financial future. With the Architect Program, you don’t need a complex structure with multiple accounts to achieve a diversified solution. All investments are consolidated into one account with one fee and one performance statement.
Affordable and accessible professional money management
Within a single account, you have access to:
A whole new level of diversification
The Architect Program offers diversification by investment manager, investment style and among various investment vehicles- all within a single account. By taking diversification to the next level through the Architect Program, you can seek to manage several risks at once:
In addition, your Investment Advisor remains your key resource with the non-managed portion of your portfolio- from guiding you in establishing and monitoring a personal investment strategy, to providing suitable investment ideas and executing trades, to giving you feedback on your own ideas, and more.
Benefit from the power of one
For all its complexity and sophistication, Architect presents you with a remarkably simple and easy-to-manage investment solution.
It all adds up to one of the most efficient and effective investment solutions available to you.