The Wealth Advisor is now taking requests to be included in the 2022 edition of Model Portfolios and SMA Strategists (Deck cover shown below). We are accepting requests for Strategists (firms who offer investment management services to financial advisors).
To begin, please complete the form to your right with as much information as possible. All information given is in full confidence. If you need assistance from The Wealth Advisor, simply call us at 800-392-8811, we would be happy to help walk you through the process.
Program participation deadline is: November 10, 2021
This 70-page complimentary Guide presents the winner’s list — 30 TAMP solution providers who represent nearly $1 trillion in managed wealth. They offer services to financial advisory firms around the country. Providers include well known names like Envestnet, AssetMark, and SEI — all public companies.