WMP is a web-based platform backed by leading research and technology with four distinct advisory programs, supported by our expert team of internal consultants.
offer you the ability to focus on client interaction rather than due diligence and model maintenance with over 120 turnkey model portfolios allocations and institutional money management, including Genesis Series Portfolios, our exclusive all-accounts solutions with minimums starting at just $5,500, launched in 2017.
provide individual investors access to high-quality investment managers, many that were only exclusive to large institutional investors. Account minimums start at $100,000.
offer flexibility for you to build customized portfolio models with a variety of investment products: Separately Manage Accounts, Model Portfolios, Mutual Funds, and ETFs, in a single, fully diversified portfolio. Account minimums start at $50,000.
puts portfolio management in your hands with more than 8,000 Mutual Funds, ETFs, Stocks, Fixed Income, and Select Fee-Based Variable Annuities. Account minimum of $50,000.