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Free Consultation!

We’ll use the power of diversification to craft a custom portfolio for you. Call (800) 541-7774 or click for a free portfolio consultation.

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Research Money Managers
Research Money Managers

Review, compare and upgrade your money manager using our Money Manager Directory, complete with thousands of manager strategies.

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Roth IRA Kit
Roth IRA Conversion Kit

The year 2010 may be the best time to convert to a Roth IRA. Is it right for you? Find answers and more in our new Roth IRA Conversion Kit!

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About WrapManager: Preserve and grow your wealth with a custom money manager portfolio.

Confidence

First Clearing Audited Financial Statement

Your securities and cash are held at a clearing firm — First Clearing, LLC, a member of the New York Stock Exchange, NASDAQ, and other major exchanges. First Clearing, LLC, is a subsidiary of Wells Fargo — one of the largest bank holding companies in the United States. This is their latest audited Statement of Financial Condition.

Asset Manager Code of Professional Conduct

This brochure outlines the code of conduct to which Chartered Financial Analysts (CFA) who act as asset managers must adhere. At WrapManager we recommend institutional money managers. Some of these managers hold the Chartered Financial Analyst® designation.