A recent report on such accounts by Cerulli Associates, a Boston investment consulting firm, says that mutual fund Wrap
account assets make up 11% of total Wrap assets under management, with $12.
SIB") certificates of deposit ("CDs") or shares in SIB's Stanford Allocation Strategy proprietary mutual fund wrap
program ("SAS") between February 19, 2004 and February 17, 2009 (the "Class Period").
Flexible Plan provides full-service investment management for intermediary client accounts, including individual accounts, 401(k) and IRA, variable annuities and variable life, and mutual fund wrap
Strategies can also be made available as model portfolios for use within mutual fund wrap
These funds, which are distributed through financial advisors and brokers, are also part of a Dunham turn-key mutual fund wrap
program where the financial advisor has the option to choose to charge fees only when their client makes money.
JennisonDryden has added Z share classes to its Jennison Equity Income Fund, making this income-oriented equity fund available to mutual fund wrap
programs and retirement platforms that use institutional priced mutual funds.
Their mission is to help these companies to profitably deliver investment advisory services, including ETF and mutual fund wrap
model portfolios, and SMA and UMA programs.
The use of SMAs will allow Probity and Wealth Services Alliance to provide world-class investment solutions to investors with costs that are demonstrably below that of mutual fund wrap
Envestnet Asset Management, one of the largest providers of wealth management solutions in the industry, delivers separately managed accounts, mutual funds, mutual fund wrap
portfolios, multi-managed accounts, ETFs, fixed income solutions, sustainability solutions and alternative investments to independent financial advisors.
The new program provides investment advisors and clients with an expanded array of products including mutual fund wrap
accounts, mutual fund model portfolios and separately managed accounts.
Utilizing its proprietary relative strength and Targeted Volatility Analysis methodologies, the suitability-based portfolios will be available within a mutual fund wrap
program and select variable annuity and 401(k) products.
The AlphaCycle IMA offers world class investment management with all of the innate tax and customization advantages of separately managed account portfolios -- and at these minimums and costs it becomes a powerful alternative to mutual funds, ETFs, and mutual fund wrap