Access to 75 institutional money managers representing over 150 different investment styles

Lower total fees than many mutual funds (78bp to 135bp)

An independent conflict-free environment that does not market directly to your clients

Consolidated quarterly performance reporting

The ability to customize tax strategies, taking control of gains and losses for your clients’ advantage to enhance after-tax returns

Extensive professional research, including style analysis, customized asset allocation strategies, capital market research and comprehensive information on money managers

Administrative benefits including debit billing and electronic access to your clients’ account data, upon client approval