Our Fiduciary Role

Our sole purpose is to do what’s best on your behalf.

Your best interests always come first.

Our clients are high-net-worth investors. We pride ourselves in our fiduciary approach to act on their behalf in a direct, objective and transparent manner.

Fiduciary Duty

An investment adviser is considered a fiduciary according to the Investment Advisers Act of 1940. As such:

  • WrapManager has a fiduciary duty to all clients. It is our responsibility to act solely in the best interest of each of our clients at all times.
  • It is WrapManager’s responsibility to provide fair and full disclosure of all material facts.

WrapManager and its supervised persons must conduct business in an honest, ethical and fair manner and avoid all circumstances that might negatively affect or appear to affect our duty of complete loyalty to all clients.

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Our Promise

WrapManager promises you a more direct, objective and transparent opportunity to work with undiscovered money managers.

We invite you to take a more comprehensive look at your life and goals, so that your financial plan truly fits you now, and into the future.

Why WrapManager

Your WrapManager wealth manager builds your plan on three foundational strengths:

  1. Our knowledge of your unique life situation, specific needs, and goals.
  2. Our experience with clients who are in similar situations to yours.
  3. Our in-depth knowledge of money managers and investment options available.

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