Established 1982, member FINRA/ SIPC
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Advisory

Managed Account Solutions is a fully-integrated end-to-end fee based platform that allows our advisors the flexibility to choose from multiple management programs.  The foundation of MAS is an open architecture platform giving you access to a wide array of investment advisory programs and money managers that can be individually tailored to met your specific needs.
Included in the MAS platform is access to:

  • Separate Account Program
  • Unified Managed Accounts
  • Multi-Manager Accounts
  • Mutual Fund and ETF Wrap Strategies from: Strategic Advisors Inc.,
  • Portfolio Management Consultants (PMC),
  • SIGMA
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