The Managed Assets Program is a fee-based program designed to provide
a personalized asset allocation utilizing a wide selection of Mutual Funds and Exchange Traded Funds (ETF) as well as performance reporting and automatic portfolio rebalancing.

• Questionnaire to create a personalized investor portfolio
  
• Asset allocation models on which to build your investment program
  
• One core account: $100,000 minimum
  
• One portfolio that offers a wide range of Mutual Funds and (ETF)
• Automatic rebalancing
  
• Investment Policy Statement: blueprint for your MAP program
  
• One comprehensive quarterly performance report
  
• One 1099

Mutual Funds

Mutual Funds are professional managed and offer well diversified portfolios of equities, bonds, or other securities. Each Mutual Fund targets a specific asset class and is invested accordingly.

Exchange Traded Funds (ETFs)

ETFs are securities that represent a broad basket of stocks that track a specific index and are traded on an exchange.