Investment Advisor Select allows you to access the experience, insight and capabilities of some of the leading asset management firms in the United States. These firms typically manage assets for large institutions, endowments or pension funds with a minimum $1 million account size. With Investment Advisor Select program, you can establish an account starting at $100,000. Investment Advisor Select offers the benefits of a disciplined process that includes goal-setting and risk /return analysis, asset allocation modeling, and investment manager selection. In addition, periodic monitoring and comprehensive reporting ensure that you keep your investments on track.

Your Investment Advisor Select portfolio uses one or more separately managed accounts that are structured so that you own the actual underlying securities comprising the portfolio. This structure allows us to help you manage your portfolio with far greater control than with mutual funds. The combination of asset allocation, the flexibility of separately managed accounts, and the expertise and focus of premier asset managers results in a portfolio tailored for you and your goals.