The Strategic Partner Portfolio Series of portfolios are actively managed by a team of hand-selected third-party money managers chosen for their approach and ability to manage investment portfolios in accordance with a specific set of directives. We use this portoflio series with clients who have sophisticated investment management needs and/or for clients that desire diversification not only among specific investments but also among investment managers.
Multiple Strategies + Multiple Approaches + Niche Markets
Through our Strategic Partner Portfolio Series, our clients have access to institutional class money managers who use both quantitative and qualitative methodologies to implement sophisticated investment strategies.* In addition, our third-party money managers can construct unique portfolios to address specific investor needs (e.g., absolute yield/income portfolios, tax sensitive portfolios, socially responsible investing).
Institutional Portfolio Managers, not Mutual Funds
Our third-party money managers are not mutual fund managers. Accounts in this series are managed as "separately managed accounts" (SMAs), which means that clients have direct ownership of securities in their accounts. This has several advantages over investors using mutual funds, namely transparency, tax efficiency, and portfolio customization. Typically available only to multi-million dollar accounts, we make these portfolios available to investor clients starting at just $25,000 of investable assets.
Active Financial Planning + Active Portfolio Management
Customized asset allocations are designed to match your risk tolerances and life objectives. Working with your financial advisor, you provide information necessary to help develop a comprehensive, customized portfolio engineered to match to your needs, goals, and desires. We'll select the third-party money managers that will help you achieve those goals.
*No investing strategy can assure or guarantee superior performance nor eliminate the risk of investment losses.