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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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Manager Picks
Money Manager Picks

Hundreds of money managers offer thousands of strategies. Join ClubWrap and see the 7 investment managers we’ve chosen.

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Solutions: Asset allocation, custom portfolios, money managers, ongoing management.

Crafting Your Portfolio

WrapManager takes great care to listen well and learn. With your objectives and risk tolerance always in mind, a plan is artfully crafted, one that is well balanced and transforms as your circumstances change or your goals are achieved.

Employing WrapManager’s discovery and wealth forecasting process, we compare investment scenarios, unveiling a wealth of financial opportunities. We create, reject and modify as we construct a custom plan that accommodates your financial objectives. Our guide, as we craft your portfolio, is a Nobel Prize-winning methodology of allocating assets to optimize a portfolio’s risk-adjusted returns.

To bring your allocation to life, we harness the power of diversity by using a blend of carefully-selected investment choices. Over time, we monitor performance and progress toward your goals. After all, WrapManager is about your style, your personality and your objectives.

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EnvisionSM is a licensed product of Wachovia Securities.