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 have our client assets custodied with:
TD Ameritrade Institutional TD Ameritrade Institutional is 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.