Access to a more flexible asset management platform coupled with the availability of financial planning tools, are just a few of the benefits advisors gain by going independent. At Money Concepts, we offer you the flexibility to choose your preferred type of business platform so that you can run YOUR business YOUR way.
Open Architecture Platforms:
Nothing provides the opportunity to showcase your value as an asset manager like an open architecture investment platform. Open architecture platforms allow for greater flexibility and choice among investment options and a higher degree of portfolio customization. Take an active role in all aspects of asset management, including asset allocation, investment selection and periodic rebalancing decisions.
Enterprise 360 Plan
In our industry, it’s all too often to hear, “My advice is too valuable to give for free.” Because of this, and because you deserve to be
paid for your counsel, the Enterprise 360 Plan is one of the most popular and fastest growing platforms offered by Money Concepts. The E360 Plan enables advisors to operate as a “Wealth Coach,” by facilitating you the ability to charge fees for comprehensive planning advice that are independent of assets under management. For more information on the E360 Plan, see this presentation.
Wrap-Accounts
Our wrap accounts are fee-based accounts that offer the following investment options:
- No-load/Load-waived Mutual Funds
- Stocks and Bonds
- ETF’s
- No-load Variable Annuities
- Unit Investment Trusts
- Managed Futures
Commission-based Accounts
- A, B, C – Share mutual funds
- You may also choose to utilize the Bluegrass Region’s A,B,C – Share model portfolios that are update and published by the region’s Financial Planning Department.
Centrally Managed Portfolios
Nurture and build strong client relationships while outsourcing day-to-day asset management decisions. Many advisors are utilizing the expertise and dedication of professional money managers, such as:
Private/Institutional Money Managers
Genworth Financial Asset Management
Genworth’s platform is tailored specifically to
independent financial advisors and their high-net worth clients. This platform provides access to some of the world’s leading institutional money managers, at significantly lower account minimums such as: JPMorgan, Litman Gregory, New Frontier, Goldman Sachs, and many more, including products managed by Genworth Financial Asset Management.
Hanlon Investments
Hanlon Investment Management utilizes a Tactical and Strategic asset allocation approach to making investment decisions. Their track record over the past 10 years has been outstanding and their popularity continues to grow in the investment community.
Investment GPS
Through Pershing’s Lockwood platform and via direct access to a variety of other private money managers, Money Concept’s Investment GPS platform offers access to over 200 private money managers. Options include an array of some of the leading institutional money managers in the market today.
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