Wealth Management Solutions
Do you own your wealth, or does your wealth own you? Once you have reached a certain level of financial security, every hour that you spend researching investments, following the market, and monitoring your portfolio, is an hour that you could spend enjoying your success.
StockCross SELECT Investment Advisor Representatives will help you create a long-term investment strategy, and then we will handle the management while you live your life.
We call upon elite institutional money managers and every resource in our arsenal to help you achieve your financial and investment goals.
After reviewing your needs with your SELECT Investment Advisor Representative, you will receive an investment proposal detailing your investments and goals. This document should be thoroughly reviewed and understood prior to investing. Based upon your needs and objectives, there are many strategies to choose from:
Mutual Fund Advisory
- Portfolios starting at $50,000
- An actively managed portfolio comprised of carefully selected funds from a wide variety of options. Invest in one of the industry's most comprehensive mutual fund wrap programs and receive continuous monitoring and rebalancing.
- Portfolios starting at $250,000
- Elite-level institutional money managers work seamlessly with your dedicated Wealth Advisor to create a portfolio allocation strategy and keep it in balance. Easy-to-read, consolidated statements provide reliable, at-a-glance account performance updates.
- Typically for investors with $500,000 or more
- Enjoy direct ownership of the securities in a professionally managed portfolio of separate accounts. This strategy allows flexibility, control and can be tax advantaged, depending on your vision.
Unified Managed Account
- Investments starting at $150,000
- Combine your Mutual Funds, Separate Accounts, and Exchange Traded Fund investments into a single account managed by multiple institutional money managers. Increase your portfolio's customization options while reducing the paperwork necessary to keep you on top of it all.