Investment Platforms
Your business. Your clients. Your way.
Choose to design your own customized models and strategies on our open architecture platform or leverage our lineup of third-party and centrally managed investment strategies.
Make the choice that’s right for you.
OPEN ARCHITECTURE
If you prefer to take an active role in all aspects of asset management, including asset allocation, investment selection, cost efficiencies, and periodic rebalancing decisions, the open architecture program is designed for you.
Countless options. Unique clients.
Build a comprehensive wealth strategy in a single wrap-account with a combination of:
| No-Load/Load-Waived Mutual Funds |
| Transaction Free Mutual Funds and ETFs |
| Stocks/Bonds |
| No-Load Variable Annuities |
| No-Load Alternatives |
| Unit Investment Trusts |
| And many more… |
Block Trading
For those that qualify, our block trading technology reduces the time spent on portfolio management from hours to minutes. Build model portfolios for your clients, then manage, rebalance, and reposition that client’s household in seconds.
CENTRALLY MANAGED PLATFORM
Not the do-it-yourself type?
Nurture and build strong client relationships while outsourcing day-to-day asset management decisions. Free yourself from the need to constantly monitor asset allocation and utilize the expertise and dedication of carefully-screened professional money managers.
Managed by Money Concepts, the Bluegrass Region, and professional third-party managers, the centrally managed platform offers portfolios managed to a variety of investment objectives. As a result, you have an assortment of strategies to choose from to create a solution appropriate for any investor’s needs. Options include, portfolios managed to the following investment objectives:
| Alpha – Actively Managed |
| Low Volatility |
| Beta – Passively Managed |
| Fee Sensitive/Low Cost |
| Tax-Managed – High Net Worth |
| Wealth Solutions |
| Socially Responsible |
| Distribution-Focused |
Your ability to act in your client’s best interest is only as good as the investment platform available to you. With flexibility and a wide range of choices, you have the tools necessary to build a business that aligns the success of your business with the success of your clients.
Contact us
"*" indicates required fields