WrapManager is a natural next step for investors seeking new horizons. Unlike a mutual fund or traditional brokerage, WrapManager helps ordinary investors like you gain access to a diverse group of money management firms used by investors.
We specialize in building customized, diversified portfolios of professional investment managers and monitoring them over time. Using 360 Degree Wealth Management — managing your wealth with many of the same techniques and resources large institutions use to manage billions of dollars — WrapManager works with each client to shape an individual, custom solution to help them reach their goals.
WrapManager clients include active high-net-worth professionals, retirees, executives and business owners who prefer to enjoy their lives rather than worry about their money. They trust us to manage their wealth. We invite you to explore our web site and find out why.