Investment Platforms


We strive to meet your unique financial goals with five world-class investment platforms:
Strategic Asset Management (SAM): A comprehensive, fee-based platform with customized portfolios to address your unique situation.
Guided Wealth Portfolios (GWP): An automated, digital investment platform with advisor oversight, review, and advice.
Model Wealth Portfolios (MWP): A comprehensive premier centrally managed platform guided by 10 institutional portfolio strategists.
Optimum Market Portfolios (OMP): A mutual fund wrap program offering portfolios featuring more than 10 industry-leading subadvisors.
Personal Wealth Platforms (PWP): A centrally managed fee-based platform for high-net-worth clients.