We believe that investment management and prudent portfolio allocation can be accomplished with an overall wealth management strategy
S-Series consists of 4 model platforms with multiple asset classes, investment styles and investment vehicles. Available asset classes include mutual funds, exchange traded products, individual bonds and individual stocks.
Prior to managing assets, the client will work with the advisor to decide the platform to be used as a base model, which may be further customized based on client need.
M-Series consists of two model platforms incorporating asset managers and/or exchange traded products in one managed account. While assets remain at the client’s custodian, trading is done through Envestnet, a money management service that provides independent investment advisors with an extensive range of services.
Once SEIA establishes the content and investment strategy for the portfolio, Envestnet implements trade orders based on SEIA’s instructions.