WrapManager - 360 Degree Wealth Management

Getting To Know You

Using the power of diversity and institutional money management, WrapManager is ready to help you reach your financial goals. This is the first of two simple steps that help us identify your investment goals and objectives. Your profile will then be matched with three to five Money Managers we feel will best suit your needs.

Our initial consultation is completely FREE for qualified investors1 and there is no obligation to invest. This information is 100% confidential. Please view our Privacy Policy.

Required fields marked *

1. My Primary Source of Income is: * Salary and other earnings from my primary occupation
Earnings from my investment portfolio or trust
Retirement pensions and/or Social Security

2. Type of Account: * Retirement Plan
Trust/Estate
Individual/Joint
Institutional/Corporate
Multiple Account Types

3. Assets in the Portfolio will be used to fund: * To provide current income
To provide growth for future retirement
To provide growth
Estate planning

4. Do you require current income? * Yes, I require current income flow and expect to make regular withdrawals
Yes, tax-free income is required
Current income is not required
I do not expect to make regular withdrawals for at least 5 years

5. The Portfolio should be structured to meet financial objectives over a period of: * 1-3 Years
4-7 Years
8-10 Years
More than 10 Years

Submit

When you click "Continue" you will be matched with three to five Money Managers we feel will best suit your needs. You also agree to be added to WrapManager's electronic mailing list. You will receive our monthly newsletter from which you can "Opt Out" at any time, directly from the newsletter itself. For more information, please view our Privacy Policy.

1Consultation is free to investors who qualify for $500,000 WrapManager minimum investment.