Account Program Overview

We offer a wide variety of services and products to meet the diverse needs of the investor.

Using a thorough discovery process, we develop a comprehensive financial plan that evaluates key areas such as retirement planning, net worth, estate considerations, education funding for your children, and tax strategies. This holistic assessment provides a clear understanding of your financial situation and risk tolerance, forming the foundation for a personalized investment strategy tailored to your goals.

Our Managed Programs provide access to professional portfolio management, disciplined risk management practices, and ongoing, rigorous monitoring. We offer a range of account structures outlined below—please contact our team to learn more.

THE ARCHITECT PROGRAM®
The Architect Program® is an alternative managed account solution—a unified managed account (UMA) that combines the key advantages of mutual funds, such as broad and accessible diversification, with the strengths of separately managed accounts, including institutional-quality money management, customized portfolios, and direct ownership of underlying securities. These elements are seamlessly integrated into a single, coordinated portfolio, supported by rigorous oversight and thorough due diligence from both our internal and external teams.

THE MERIDIAN PROGRAM®
The Meridian Program® is our non-discretionary portfolio management solution.