Advisor Managed Accounts
At EXCLUSIVEADVISORS®, investment management is a significant part of the value we provide to our clients. We have a deep understanding and appreciation for objective fee-based asset management and advice. We recognize that investors vary greatly in their circumstances and styles. One size certainly does not fit all. We have four distinct advisor-managed accounts offering the optimal flexibility to meet a client's investment objectives. Each of these accounts can be funded with cash and/or securities. Our advisor-managed accounts are held with National Financial®, a Fidelity Investments Company, to give you the confidence that your accounts are held with one of the world's largest clearing and custody providers.
Third-Party Managed Accounts
EXCLUSIVEADVISORS® offers multiple proven third-party management solutions customized to each high-net-worth client's needs. These select groups of managers offer a variety of styles ranging from niche specialists to tactically managed portfolios. Some manage individual securities, while others utilize mutual funds, exchange traded funds (ETFs), options, yield-oriented alternative investments, or a combination of all of these.
Fee Basis Alternative Investments
Most investors don't realize there's much more to investing than just stocks, bonds, ETFs, UITs and mutual funds. At EXCLUSIVEADVISORS® we offer enhanced portfolio management through the proper use and application of alternative investments, including impact investments, in advisor-managed accounts. These alternatives include hedge funds, private equity, managed futures and business development companies (BDCs). Utilized on a fee basis, these unique investment options can increase portfolio diversification and performance potential when used properly in conjunction with traditional investment allocations.
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We are licensed in the following states. If you are a legal resident of one of these states, please proceed, otherwise, we are sorry if we are unable to offer you our services at this time. Securities: Arizona, California, Colorado, Delaware, Florida, Georgia, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Vermont, Virginia & Washington.
Securities and Advisory services offered through Triad Advisors Member FINRA/SIPC.