Highlights
- Wide variety of investment options — individual mandates or managed solutions, tax-efficient cash flow, guaranteed cash flow investments.
- Program entry at the $100,000 per investor, per mandate level.
- Family account linking feature available when household assets reach $250,000.
- Progressive pricing based on account or household, starting at $250,000.
- Real-time access to client accounts.
- Optional automatic rebalancing across family accounts.
- Detailed consolidated quarterly reporting.
- U.S. dollar investment options.
- FundSERV accessible.
- Competitive, flexible advisor compensation.