We build customized, diversified portfolios of professional money managers and monitor them over time.
We are wealth management specialists. WrapManager is also an authority on money managers. We conduct due diligence on money managers to identify strategies that become part of our recommended list. We then work very closely with each client to shape a strategic financial plan to help them reach their specific goals.
WrapManager clients include high-net-worth professionals, retirees, executives, and business owners who understand the value of knowing where they are financially, where they want to go, and how to get there. Our clients trust us to manage their wealth.
WrapManager - is a Registered Investment Advisor. As an independent firm, we work with the following trusted financial institutions:
First Clearing, LLC - Clients may choose to hold assets at First Clearing, LLC, an affiliate of Wells Fargo and a member of the New York Stock Exchange, NASDAQ and other major exchanges. As one of the nation’s largest brokerage clearing institutions, First Clearing provides services to help facilitate your accounts. First Clearing is also a member of SIPC.
TD Ameritrade Institutional - Clients can also custody their assets at TD Ameritrade Institutional, a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based independent Registered Investment Advisors (RIAs) and their clients. Their collaborative approach and innovative technology solutions help RIAs focus on serving their clients better and exceeding their expectations.
Prospera Directors Circle - WrapManager has been awarded the Prospera Directors Circle award eight years in a row (2006-2013).
James Dunks Advocate Award - Gabriel Burczyk - The James Dunks Award is given to the business owner that best exemplifies the values that Prospera Financial holds dear.