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Office: (305) 751-8855

Mutual Fund/ETF Advisory

Through the Mutual Funds/Exchange Traded Funds (MF/ETF) Advisory Program, we will align your investment strategy with your specific risk tolerance and long-term needs to help achieve your unique financial goals.

Key Features:

  • Access to institutional portfolio management expertise like Wilshire, UBS, Sage and Cetera.
  • Consolidate multiple investment strategies into one custodial account
  • Periodic reviews of portfolios and automatic rebalancing
  • Taxable and tax-sensitive portfolios are available
  • Monthly activity statements from Pershing, LLC, the custodian of accounts, as well as online viewing
  • Quarterly performance reporting (Minimum account size is $25,000 or $50,000 depending on the particular program)