Investment Advisory Services

We offer access to a comprehensive range of products and strategies that includes mutual fund wraps asset allocation programs, multi-strategy accounts, and separately managed accounts.

The Consultative Advisory Account (CAA) is a comprehensive, open architecture, advisory program created to allow the representative to deliver customized advice and exceptional service to clients.  This platform serves to enhance the consultative process, as both you and your financial advisor work together to develop a plan to achieve your financial goals.

A wide range of investment vehicles can be selected for these accounts, including stocks, bonds, mutual funds, and options for an annual, asset-based fee.  Minimum investment is $25,000.

VISTA Active Portfolio Solutions provides a variety of portfolios that incorporates multiple mutual funds from a variety of fund families. To accommodate the needs of a variety of investors, VISTA Active Portfolio Solutions offers five pre-constructed asset allocation models with investment objectives ranging from Conservation to Aggressive Growth. Each model portfolio allocates the equity and fixed-income portions among different mutual funds, representing a diverse array of investment disciplines.

Separately Managed Accounts (SMAs) and Multi-Strategy Accounts (MSAs) are offered through UVEST in partnership with PNC Managed Investments Inc., an SEC-Registered Investment Advisor and provider of asset management platforms for financial services firms.

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