Advisor Partners' investment management combines asset allocation, tax efficiency, pro-active tax management and customization tailored to each client’s needs and goals.

Our structured approach to portfolio construction and management draws from time-tested principles based on academic research and theory. Our process is highly collaborative, personal, and uniquely flexible in its implementation.

First, we collaborate with you, the professional investment advisor, to identify the needs, goals and objectives of your clients. We start by gaining an understanding of your client’s current holdings, specific circumstances and risk tolerance. We then diagnose and analyze factors such as mutual fund ownership costs, duplication or concentration of holdings, and market dimensions to which your client is not presently exposed.

For advisors who desire a highly customized, pro-actively tax-managed core domestic equity allocation, we offer our Separately Managed Accounts program for clients with a minimum of $500,000 allocated to equities.

In either case, you have the flexibility of positioning Advisor Partners as a fully disclosed investment manager or as a selected sub-advisor. Private labeling helps keep your firm in the foreground and Advisor Partners in the background. Every client proposal or quarterly report can feature your firm name and logo. We view each advisor relationship as if we were an extension of your firm. As our name implies, we partner with you to help grow your business by providing investment management services that can both raise your level of service and reduce your costs.