For advisors looking to provide a more customized portfolio for clients, the portfolio management can be outsourced to the Investment Advisor Alliance's Managed Portfolios program and you collaborate to determine the best option to address the client's needs. From there, IAA monitors and trades (when necessary) the portfolio. This is our in-house TAMP offering.
Portfolios managed by IAA are globally diversified and structured using asset class and index funds to control risk and preserve capital. IAAMP primarily uses funds and ETFs from Fidelity, Vanguard, iShares, SPDRs, and Dimensional Funds. To learn more about our IAAMP offering, please contact us at 800-607-3340.
In addition, you may decide to outsource client funds to a managed account program offered through the custodian you choose. There are numerous managers providing a wide array of strategies across all asset classes.
TradePMR's Separately Managed Accounts Platform utilizes the research and due diligence services of Capital Market Consultants. The managers have been approved as the best performing, consistent, and competitively priced managers.
Fidelity features two programs offering reduced entry levels. The Separate Account Network and Envestnet's Managed Account Resources are institutional platforms competitive with wirehouse facilities offering over 200 portfolios.
Schwab Advisor Services also offers two programs to access money managers. The Managed Account Select program is designed to save advisors time by having conducted a majority of the due diligence necessary to make an investment with a chosen manager. Managed Account Access leaves the research and analysis to the advisor, but a larger selection of money managers are available.