Our relationship with Claraphi Advisory Network provides access to an impressive lineup of institutional money managers, each offering a different specialty and strategy that we can use to design diversified investment portfolios for our valued clients. For a detailed list of the managers, please contact us.
Institutional managers have historically had high account minimums, excluding many investors that cannot afford to meet the requirement. However, we are able to offer access to these portfolio managers at a fraction of the traditional minimums. For a minimum account value of $25,000, investors can open a Unified Managed Account (UMA) to gain access to variety of managers and their strategies.
The accessibility of money managers can often replace the underlying strategies of many mutual funds, offering direct ownership of the investments, transparency, and tax efficiency.
For a list of Claraphi approved money managers, please contact us.