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.
Clients
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.
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WrapManager, Inc.
319 Miller Avenue
Mill Valley, CA 94941
Important Disclosure | Privacy Policy WrapManager, Inc., 319 Miller Avenue, Mill Valley, CA 94941 (800) 541-7774 toll-free | (415) 541-9760 fax | Click to email us © 2023 WrapManager, Inc. All Rights Reserved. WrapManager is an SEC-registered investment adviser. (1) qualified investors are those with $500K or more in investable assets