Managed Account Select Program

Independent Research and Analysis
We have teamed with Lowery Asset Consulting, L.L.C., one of the leading independent investment consulting firms, to offer you a choice of prescreened money managers across various investment styles. Lowery Asset Consulting conducts ongoing manager monitoring along with quantitative and qualitative research.

Lowery Asset Consulting publishes industry white papers, quarterly market reviews, timely industry and quarterly reviews and comprehensive money manager profiles and reviews featuring an in-depth overview of each manager.

Asset Management Solutions

Separately Managed Accounts & Mutual Funds
Asset manager due diligence & selection process
Detailed asset manager research reports (Fact Sheet)
Investor Profiling & Risk Assessment Tools
Asset Allocation & Portfolio Strategy
Portfolio modeling with optional customization
Private label proposals, Investment Policy Statements and marketing materials
On-line access to account holdings, asset allocation and investment performance