Investment Advisory Services

Our broad offering of investment solutions is delivered through a comprehensive range of products and strategies that includes mutual fund wraps, multi-strategy accounts, and separately managed accounts.

The Consultative Advisory Account (CAA) is a full-service, advisory program that gives you the freedom to invest in whatever manner you wish for an annual, asset-based fee. This strategy serves to enhance the consultative process, as both you and your financial advisor work together to develop a plan to help achieve you financial goals.
A wide range of investment vehicles can be selected for these accounts, including stocks, bonds, mutual funds, and options. You can invest in any or all of these securities for one predictable fee.

VISTA Active Portfolio Solutions provides a variety of portfolios that incorporates multiple mutual funds from a variety of fund families. To accommodate the needs of a variety of investors, VISTA Active Portfolio Solutions offers five pre-constructed asset allocation models with investment objectives ranging from Conservation to Aggressive Growth. Each model portfolio allocates the equity and fixed-income portions among different mutual funds, representing a diverse array of investment disciplines.

Separately Managed Accounts (SMAs) and Multi-Strategy Accounts (MSAs) are offered through UVEST in partnership with ADVISORport, Inc., an SEC-Registered Investment Advisor and provider of asset management platforms for financial services firms.

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