Convenient access to experienced money managers
As wealth managers who naturally embrace diversity, WrapManager offers investors with as little as $500,000 access to portfolio strategies from some of America’s most experienced money managers.
A diversified portfolio, customized to your goals
Our seamless evolution begins with the creation of a diversified portfolio of money manager strategies, customized to your personal goals and risk tolerance. A team of private money managers is handpicked to draw inspiration from a Nobel Prize-winning method which touts diversification and the selection of investments spread among different classes of assets.
Performance monitoring and evaluation
As our process is organic, never static or unyielding, WrapManager seeks to monitor each manager’s performance and recommend changes as your needs change. Working for you, managing your investment managers, our loyalty is to you.
Lower in cost, high quality wealth management
A portfolio of diversified money manager strategies is potentially lower in cost than traditional brokerage firms or mutual funds. A flat fee and no commissions is an exceptionally small price to pay for fluid, flexible and personalized wealth management.
For full details on our fees see Schedule H of our brochure.