Elite Manager^SM

Elite Manager^SM is a separately managed account (SMA) platform providing access to a carefully selected group of successful institutional investment managers with institutional pricing.

Designed as a total solutions SMA program, Elite Manager^SM provides ongoing and thorough manager due diligence including investment research, trading, custody and operational support.

Select an individual portfolio or custom tailor a diversified portfolio across a broad-array of domestic equity, fixed income, alternative and foreign investment strategies.