Models allow Advisors to create groupings of financial instruments based on specific investment themes and invest client funds into the Model,
rather than taking time to invest in a single instrument.
A Model Portfolio can invest in stocks and single leg positions.
Individual, Joint and IRA Clients
Choose the service plan best for you:
Available in the U.S.
Both plans provide global low-cost access to stocks, options, futures, forex, fixed income and stock yield enhancement.