MPP

SOLUTIONS
Turnkey Asset Management Programs (MPP)

Turnkey Asset Management Programs (MPP)

 
The Managed Portfolio Program (MPP) is a private-label outsource solution designed exclusively for advisors allow­ing the advisor to retain control over branding, structure and the cost of their investment services. MPP delivers many aspects of investment management including proposal generation, asset allocation and security selection, portfolio accounting, reporting, and even billing. The program is available at most major custodians including Schwab, Fidelity, Pershing, and TD Ameritrade.
 
Building a successful advisory business and delivering a differentiated wealth management experience for the high net worth inves­tor can be both rewarding and challenging. Choosing the right outsource partner will free you up to focus on the areas most critical to the success of your business which includes identifying your client’s goals and delivering a superior client experience.
 

  

Globally Diversified Investment Portfolios
 
We offer an asset allocation methodology and multiple model portfolios along a risk spectrum that are specifically designed for advisors targeting wealthy investors. You have the choice of two different approaches – AP’s Strategic “Endowment-style” Models or Frontier Asset Management’s “Complimentary Genius” models. Both models have excellent multi-year track records for risk-adjusted performance. We will implement either strategy using a mix of investment vehicles including ETF’s and mutual funds in a well-con­structed, well-diversified portfolio which best fits your client’s risk tolerance and time horizon.