Unified Managed Accounts

Dedicated to helping clients achieve their financial goals.

Unified Managed Accounts

Managed Portfolio Services in One Investment Account

Our unified managed account program offers a strategically allocated combination of professionally managed portfolios in one brokerage account. The allocation of your account is determined according to your investment objectives, including risk tolerance and income needs.

Our unified managed account program offers:

  • A risk-based portfolio constructed by blending diverse, yet complementary, investment managers who we consider to be leaders in their respective investment disciplines
  • Multiple investment portfolios in one brokerage account
  • Ability to customize your portfolio by selecting strategies from a recommended roster of managers
  • A single quarterly performance report to make it easier for you to track your overall investment performance
  • Ongoing monitoring and due diligence

Our unified managed account program is designed to give you a new and different way to approach diversification in your portfolio. To learn more about the program, contact us today.

Advisory programs are not designed for excessively traded or inactive accounts and may not be suitable for all investors.

How can we help you with your financial goals?