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A Boutique Hybrid

TURNKEY ASSET MANAGEMENT PROGRAM

All the Services of a TAMP in an SMA-Like Relationship:

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Unbundle & Outsource to optimize your time

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Remain the Primary Advisor and keep your Brand at the forefront

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Pre-built Tactical Multi-Manager Strategies

What our Boutique Hybrid TAMP can provide you and your practice!

Client Billing & Account Administration

  • Client Fee Billing
  • Client Account Opening
  • Client Service Requests

Account Trading

  • Account or Household level trading
  • Legacy Holdings & Excluded Securities

Performance Reporting

  • Client Portal
  • Quarterly Performance Reports

Models & Allocations

  • Exclusive Third Party Money Managers
  • Pre-built Tactical Multi-Manager Allocations
  • Small Account Options

Contact us for the most recent Fact Sheet of our Tactical Multi-Manager Allocations