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Choice UMA
A Unified Managed Account (UMA) creates a diversified portfolio featuring multiple investment products and premier investment managers including separate accounts, mutual funds, and exchange traded funds, all in one core account ...Learn more
Choice SMA
A Separately Managed Account (SMA) is a professional investment program that can help clients structure and pursue a disciplined investment strategy. Traditionally designed for high net worth clients seeking access to institutional portfolio managers with million dollar account minimums, retail clients may now access these managers with an initial investment of $100,000 ...Learn more
Choice ETF
A professionally managed account consisting of Exchange Traded Funds (ETFs), this program is ideal for clients seeking diversification with low expenses. Model portfolios come in four themes: Advanced, Advanced w/DSA, Standard w/DSA and Value Tilt. The same philosophy and process is applied throughout ...Learn more
Choice Fund
Comprised exclusively of Non-Transaction Fee (NTF) mutual funds (FUND), this program offers 1,500 no-load and/or load waived funds. Designed for maximum investment choices and flexibility with low cost of entry, this program is especially well suited for first time investors ...Learn more
Choice MMA
A Unified Managed Household (UMH) program that offers the ultimate in investment choice combined with value-added household-based rebalancing and tax location services.  As an option, investment portfolios can be connected to a patented goals-management system to provide clients a true goals-driven investment program.  The program makes available more than 160 preset portfolios designed to help you match investment strategy with your philosophy and client preferences. The low cost, risk-managed strategies, when connected to the patented Comfort Zone, provide a powerful and unique approach to give clients clarity, confidence and control over their goals and advisors a platform for growing their business. ...Learn more

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