Our sole purpose is to do what’s best on your behalf.
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.
An investment adviser is considered a fiduciary according to the Investment Advisers Act of 1940. As such:
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.