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Centrally Managed Platforms

Our centrally managed platforms provide an opportunity to increase frequency and quality of client contact by delivering innovative client solutions while increasing practice efficiency through outsourcing:

Personal Wealth Portfolios
A sophisticated and efficient platform providing access to institutional money managers, automatic rebalancing and overlay portfolio management services for your high net worth clients

Optimum Market Portfolios
Turnkey approach increases service capacity and expands the range of clients you can service profitably

Model Wealth Portfolios
A centrally managed fee-based platform available through LPL Financial, provides the framework to deliver customized portfolios constructed by an objective research team and invested in mutual fund managers who are experts in their respective asset classes.