Manager Select is a separate account platform available through our partnership with
LPL Financial. It provides our clients with access to a variety of institutional portfolio
managers at significantly reduced investment minimums. This enables our clients to
enjoy a higher level of specialization and service through the ownership of individual
securities and institutional level management. By working together we can choose from
a broad range of portfolio managers and various investment styles, including traditional
equity, fixed income asset classes, mutual funds, ETF's and specialty strategies.
Manager Select portfolios are designed for clients who:
- Are seeking the advantages associated with separate accounts including customized
portfolios and tax management capabilities.
- Are Interested in diversifying their assets into individual securities.