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Home > RIA > Advisor Managed Accounts
 
 
The Investment Center, Inc
 1420 Route 206 North, Bedminster, NJ 07921
Contact The Investment Center, Inc: (800) 345-8041
© The Investment Center, Inc - All Rights Reserved | Member FINRA/SIPC
  

Advisor Managed Accounts  

Through our Advisor Managed Account Platform you, as the advisor, have the ability to do the following:

• Set your own fee schedules

• Implement your own trading strategies

• Build your own portfolio models

• Your choice of investment vehicles ( ie stocks, bonds, mutual funds, ETFs )

• Use discretionary or non-discretionary trading

Our platform provides you with all the tools necessary to manage your customer's assets including:

• Quarterly Performance Reports

• Quarterly Flow Billing

• Linking of households

• Custody through Pershing, LLC

• Advisor Workstation

• Customer online viewing

• Create up to 40 portfolio models

• Order blast trades across models

• Drift Reports

Advisor Managed Account Platforms:  

 

Independent Asset Management

The Independent Asset Management Program (IAM) enables investors to pursue their financial objectives with the purchase and sale of stocks, bonds, no-load and select load-waived mutual funds without transaction fees or commissions. With the right balance of investment products, you as an Investment Center advisor can assist your clients in developing a custom portfolio to achieve their investment objectives. Benefits of IAM include unlimited trading, no transaction fees, consolidated statements, performance reports and full account protection.  

 

IAM CUSTOM

IAM Custom provides you with all the features and benefits of IAM, but the execution and clearance costs can be absorbed by the advisor or client.

 

Choice Mutual Fund Wrap

The Choice Program is a comprehensive mutual fund investment program that provides you with the flexibility to access hundreds of funds from highly-regarded investment managers.  There are five investment objective models that incorporate strategies for both taxable and total return oriented clients.  Lockwood Advisors performs a six step portfolio construction process to select the funds for the investment models.  You may also select the funds based on your own research.

 

Choice Custom

Choice Custom provides you with all the features and benefits of Choice, but the execution and clearance fees may be absorbed by the advisor or the client.