Advisor-Managed Programs
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If hands-on portfolio management is your core business, PPS Custom has what you need to do it your way. You’ll have access to all the investment vehicles your clients demand, including:

Load-waived and no-load mutual funds
ETFs
Individual equity and fixed income instruments
Annuities
Alternative investments

And you’re free to manage your accounts on a discretionary basis—by leveraging our model portfolios and recommended mutual fund list or developing your own allocations and using your preferred funds.