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Investment Planning

Model Wealth Portfolios

Model Wealth Portfolios (MWP) is our premier advisory platform that offers unified managed account (UMA) capabilities. A fully diversified mutual fund and/or exchange-traded product (ETP) account driven by manager models, as well as separately managed account (SMA) strategies, offered via one account, one statement.

Manager Select
Manager Select is a comprehensive portfolio, in which we customize the ownership of individual securities through separately managed accounts (SMAs). SMAs are great for investors who want more specialization, security-level customization, or access to unique strategies.