Convenient Access to Experienced Money Managers
As wealth managers who naturally embrace diversity, WrapManager offers investors with $500,000 or more access to portfolio strategies from some of the most experienced money managers.
Your Financial Roadmap – Envision
The first step on the financial path is to develop your financial roadmap using our Envision process. We listen and learn about your current financial situation, your goals in life and your tolerance for investment risk. We then analyze this information to create a customized plan that shows you how to meet those goals without taking unnecessary risks.
A Diversified Portfolio, Customized to Your Goals
Once we understand your financial situation, know your goals and get to know you, we build a diversified portfolio of money manager strategies, customized to your personal goals and risk tolerance.
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 WrapManager’s ADV Part 2A.