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Investment Advisory Programs
Investment Advisory Programs
Customized Managed Accounts (CMA)
Customized Managed Accounts (CMA)
Minimum assets under management: $150,000.
Clients can be involved in investment selection.
Niche investments and asset classes are available.
Clients receive personalized Manager Evaluation quarterly, with ranking and selection of active managers.
Clients receive Quarterly Performance Reports. electronically or printed.
Maximum annual IA fee of 2.15%.
Manager Review Sample Family.pdfManaged Investment Portfolios (MIPS)
Managed Investment Portfolios (MIPS)
Minimum assets under management: $25,000.
No client involvement in investment selection of models.
Ranking and selection of active managers by RIA or Advisor.
Clients receive Quarterly Performance Reports electronically in the client portal.
Maximum annual IA fee of 1.75%.
Manager Review MIPS Sample.pdfLets Get Started (LGS)
Lets Get Started (LGS)
Minimum assets under management: None
No client involvement in investment selection of models.
Ranking and selection of passive managers (index funds/etfs) by RIA or Advisor.
Clients receive Quarterly Performance Reports electronically in the client portal.
Maximum IA fee of 1.00%.
Manager Review LGS Sample.pdfWho's Who?
Who's Who?
What do we use Advyzon for?
What do we use Advyzon for?
Create Reports
Client Portal
Document Client Interactions
Email and Document Vault
Financial Planning Tools
Much more.
We find model asset management to be better at E*TRADE.
Managing individual stocks, equities, and fixed income works well at Schwab.
For alternative assets, such as private company holdings, and self-directed IRAs, we also work with some clients at Strata Trust Company.
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