ADVISOR RELATIONSHIPS //

Extend institutional discipline to every client—while you keep the relationship.

Co-branded discretionary management for affiliates who need a fiduciary standard to execute, document, and report—right-sized for family portfolios of almost any size.

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WHO IT’S FOR //

Insurance brokers, wealth advisors, CPAs and financial planners who:

  • We have a fiduciary standard to trade and rebalance within a documented mandate

  • Want institutional-style portfolios adapted for everyday families—not only UHNW

  • Choose to own the client relationship while outsourcing portfolio design, execution, and reporting

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    • Suitability first; right-size by liquidity & risk

    • Liquidity tiers (liquid, semi-liquid, select illiquid) to match cash-flow needs

    • Vehicle choice based on cost, access, and tax profile

    • Manager selection framework (team, strategy, edge, risk)

    • Ongoing surveillance (performance vs. drivers, drawdown behavior)

    • Re-up / redeem rules; no “set-and-forget”

    • Asset location guidance (registered vs. taxable)

    • Capital calls/cash-flow mapping (where applicable)

    • Simple, consolidated reporting

    • Long-horizon families open to a measured alt sleeve

    • Investors wanting resilience without complexity sprawl

    • Owners pre/post liquidity who need stability through transitions

    • Availability/minimums vary; not all strategies are appropriate for all clients.

    • Past performance is not indicative of future results.

TALK ABOUT WHETHER IT FITS YOUR PLAN
START WITH AN INTRO CALL
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What Your Clients Get

  • Pension-style portfolio design (public markets + select private/real assets where suitable)

  • Rules-based discretionary execution and tax-aware implementation

  • Season-aligned guidance (Sowing, Growing, Harvest, Legacy)

  • Values-forward tools: the Family Meeting and a 5-minute Financial Values Quiz

  • Clear reporting rhythm and decisions documented in plain English

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What You Get

  • Licensed trading & rebalancing within agreed guardrails

  • Model menu + custom within ranges (liquidity tiers, sizing limits, rebalancing policy)

  • Proposal & IPS templates and client-ready explainers

  • Quarterly strategy letters (co-branded)

  • Due-diligence pack (IC notes, methodology, sample mandate)

  • Operations support for account opens, transfers, and exceptions

1) Align – Confirm co-brand usage, service level, fee schedule, and model lineup.

2) Enable – We deliver your Advisor Kit (deck, one-pagers, IPS template, quarterly letter template, explainer videos, Family Meeting starter pack).

3) Onboard – Mandates & KYC, custody setup, transfers, initial allocations, reporting.

4) Steward – Rules-based rebalancing, tax-aware adjustments, and quarterly communications; you remain first chair with the client.

How It Works

Find out more about our Advisor Relationships to see if it’s a fit for your clients.

BOOK A 20-MINUTE FIT CALL