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A Boutique Hybrid
TURNKEY ASSET MANAGEMENT PROGRAM
All the Services of a TAMP in an SMA-Like Relationship:
Unbundle & Outsource to optimize your time
Remain the Primary Advisor and keep your Brand at the forefront
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