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Home > RIA > Integrated Solutions > Investment Offerings

Investment Offerings

Full range of investment offerings for RIAs and hybrid RIAs

Our universal platform allows Registered Investment Advisors (RIAs) and hybrid advisors to deliver a full range of investment solutions that reflect the experience, depth and analytical capabilities of our research team.

  • Comprehensive brokerage and wealth management programs
  • Separate accounts
  • Alternative investments
  • Annuities, insurance, and retirement plans
  • Independent research

Developed specifically and exclusively for use by financial advisors, their objective insights, recommendations represent actionable opportunities for you to add value to client relationships.

To implement your investment ideas, you gain access to:

  • Quantitatively driven asset allocation portfolios
  • Institutional-quality managers carefully selected and diligently monitored by our team
  • Overlay capabilities that can enhance returns while allowing you to maintain the risk parameters you have established for your client

Sophisticated solutions available to you and your clients include:

  • Advanced bond portfolio modeling
  • Alternative investments
  • Engineered liquidity
  • Risk management solutions

In addition to strategic support, RIAs and hybrid RIAs will also benefit from current asset class and sector intelligence, including our regularly updated list of "stocks to watch."