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Better than ever with new ways to evaluate your accounts. Individual manager performance over multiple time periods. Quarterly commentary. Printed in color.
We can help and have several options available. Give your Wealth Strategist a call today at (800) 541-7774 or send us a message to learn more about potential solutions!
WrapManager, Inc. is a registered investment advisor with the United States Securities and Exchange Commission. The corporate headquarters of WrapManager, Inc. are located at 703 Market Street, 18th Floor, San Francisco, CA, 94103. WrapManager, Inc. is in compliance with the current notice filing requirements imposed upon registered investment advisors by those states in which WrapManager, Inc. maintains clients. WrapManager, Inc. may only transact business in those states in which it is noticed filed, or qualifies for an exemption or exclusion from notification requirements.
The associated persons of WrapManager, Inc. are also securities agents with Prospera Financial Services, Inc, a registered broker/dealer, member FINRA/SIPC. Securities offered through Prospera Financial Services are cleared through First Clearing, LLC which is affiliated with Wells Fargo & Company. WrapManager, Inc. is not a related company of Prospera Financial Services, First Clearing or Wells Fargo.
The individual money manager firms listed on this website are not related entities of WrapManager, Inc. and are provided for informational purposes only. The listing of a money manager on this website does not imply a solicitation or recommendation of the money manager. Further, the listing of a money manager does not imply WrapManager, Inc. refers clients to the money manager or that WrapManager, Inc. has established a relationship with the money manager. WrapManager, Inc. has entered into written agreements with a select number of individual money managers and as a result will recommend the use of those money managers as opposed to recommending money managers for which a formal written agreement does not exist. When WrapManager, Inc. recommends a money manager to a client, WrapManager, Inc. and the money manager will each share a portion of the fees paid by the client. In addition, WrapManager, Inc. may form a relationship with a money manager upon client request. In such instances WrapManager, Inc. may rely on the client’s due diligence of the money manager. The level of due diligence varies by money manager and product.
The WrapManager, Inc. web site is limited to the dissemination of general information pertaining to its products and services and the products and services of unaffiliated money managers listed on the website. Accordingly, the publication of WrapManager, Inc’s web site on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation (including the direct solicitation of an unaffiliated money manager), over the Internet. Any subsequent, direct communication by WrapManager, Inc. with a prospective client shall be conducted by a representative of WrapManager, Inc. Moreover, no client or prospective client should assume content contained on the website serves as a substitute for personalized advice from WrapManager, Inc. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment, portfolio or money manager will be either suitable or profitable for a client’s investment portfolio. Certain portions of WrapManager, Inc.’s web site may contain a discussion of its opinion as of a certain date. Due to various factors, including changing market conditions, such a statement may no longer be reflective of WrapManager Inc.’s current opinion.
WrapManager, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WrapManager, Inc.‘s web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.