You can provide your clients with comprehensive money management and investment services through these three fee-based programs:

Resource II — Create an individualized investment program for your clients — and then match them with professional portfolio managers.

Advisor — Give your clients access to a fee-based wrap program that helps them create a customized portfolio of investments that matches their investment style.

Total Strategy Account — Use our unified managed account to combine money managers, mutual funds and ETFs in a single account for your clients.