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Investment Solutions

A robust array of solutions.

Allowing the advisor to have the freedom to manage their clients in the way in which they feel is best suited.

Our programs

Managed Advisory Platform

Access a universe of professionally managed strategist models composed of mutual funds and/or ETFs
Fund Choice option lets you choose from thousands of individual mutual funds or ETF’s
Fixed Interest Option included
Easy button Support & Services

American Funds Direct

GWN and American Funds are piloting an American Funds Direct Advisory Platform
Allows conversion of current investments directly held with American Funds to F2 shares
Accounts must currently be held at American Funds/TCA

Fidelity Managed Account Exchange

High net worth client options
Access to SMA's & UMA's
Advisor Model Trading
Tax & Import Overlay Services
Advisor Owned Service Model

Custodial Advantage

Custodial Program offering over 20 mutual fund families
Load waived and no transaction fee mutual funds
Auto rebalancing & Dollar Cost Averaging available
Available for qualified account types
No minimum initial investment

Fixed Interest Option

Preservation of capital plus competitive intermediate-term returns
Daily liquidity
Principal and interest are guaranteed by The Standard Insurance Company
Available for qualified account types

Additional Solutions

Non-Advisory

403b and TPA Services
529/College Planning
Mutual Funds
More solutions...

Advisory

Management on Plan Assets-SDBA's Self Directed Brokerage Windows
Access to Higher Education
Custom SMA's & Other Direct Solutions
More solutions...