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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: Helping you with your goals using a custom money manager portfolio.

Safeguarding Your Assets

At WrapManager, we recognize how heavily our clients rely upon our systems and services. WrapManager wants you to know that we have plans in place to safeguard your assets and protect vital account information.

Our Business Continuity Plan

WrapManager’s objective is to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records, and allowing our customers to transact business.

WrapManager, First Clearing Corp. LLC, and Prospera back up our important data to separate geographic locations. In the event of an emergency, WrapManager, along with our broker dealer and clearing firm, have objectives to restore operations within a few hours.

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