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Advisor Driven Platforms


Advisor Driven Platforms provide clients with flexible investment options and a high degree of customization in their portfolios. Advisor Driven Platforms allow advisors to control all aspects of the investment management process including model construction and manager selection.

Strategic Asset Management (SAM)

Strategic Asset Management (SAM) is our comprehensive investment platform providing you with a wide range of investment options including mutual funds, ETFs, stocks, bonds, UITs, alternative investments, structured products and fee-based variable annuities. With this platform, multiple investments can be wrapped in one account with one consolidated statement for the client.

Manager Select
Manager Select is our separate account platform that provides you with access to institutional money managers at reduced investment minimums. You can choose from a broad range of portfolio managers and multiple investment styles including equity, fixed income, balanced, international, ETF, REIT and socially responsible portfolios.