Managed Account Group


Our Managed Account Group consists of unaffiliated asset managers we select and monitor closely with the intent to further diversify clients’ assets beyond our core in house expertise.

Doing our Research

Our rigorous due diligence process consists of our own proprietary analysis, attribution reports and summary opinion for each unaffiliated independent manager we currently use and those we view as future prospects.

Depth of Choice

Through our association with Fidelity Institutional Funds Network and Envestnet’s managed account platform, our Managed Account Group has access to:

  • Hundreds of separate account managers
  • Thousands of no load mutual funds
  • Third party supplemental research

We Are Here to Help


Our open communication helps to meet and exceed your expectations. Your candid feedback is actively requested.

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