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| Separately Managed Account (SMA) Programs
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| Separately Managed Accounts (also known as Wrap
Accounts) are individual investment accounts offered by financial consultants
who provide advisory services and are managed by independent money managers using
an asset-based fee structure. The Separately Managed Account (SMA) has become
one of the industry’s fastest growing products and the vehicle of choice for affluent
and informed investors who seek a long-term, customized, goals-driven approach
to investment planning. If you'd like to know more about the money manager selection
process used by the following SMA program sponsor firms,
please
contact us today for a free consultation.
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A.G. Edwards & Sons,
Inc.
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AssetMark Investment
Services
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American Express
Financial Advisors Inc.
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Banc One Securities
Corporation
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Bank of America
Investment Services, Inc.
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Barclay's Stockbrokers
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Bear Stearns Asset
Management, Inc.
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Brinker Capital, Inc.
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Charles Schwab & Company
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CIBC World Markets Corp.
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Credit Suisse First
Boston, Inc./DLJ
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Deutsche Banc Alex.
Brown
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Edward Jones
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Envestnet PMC
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First Union Securities
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Frank Russell & Company
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FundQuest Inc.
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Goldman Sachs & Company
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Gruntal & Co., LLC
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Hilliard Lyons
Investment Management
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J.P. Morgan Securities,
Inc.
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Janney Montgomery Scott
LLC
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Legg Mason, Inc.
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Lehman Brothers, Inc.
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Lockwood Advisors, Inc.
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