Who are the portfolio managers you may recommend for my accounts and how are they selected?
We have established partnerships with professional Third Party Money Managers (TPMM) to help you achieve your wealth management goals. Our money managers have been selected for their customized portfolio management capabilities. They have each developed their own proprietary strategies, based upon quantitative research and analysis, and are responsive to market fluctuations. They provide you with an array of investment strategies that are intended to take advantage of market gains and minimize the impact of market declines upon your investments. We make use of extensive independent research that evaluates hundreds of money managers on both qualitative and quantitative attributes. We recommend only managers who have the highest ratings in both categories. Some of the managers we are currently using include JP Morgan, Goldman Sachs, BlackRock, Russell Investments, BTS, Frontier, 3D, and others.