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Outsourced Portfolio Management
Back to Advisory Services
Whether you are an asset manager, an asset gatherer, or a financial planner, Commonwealth offers a number of turnkey platforms to suit your business objectives.
PPS Direct ETF and Mutual Fund Wrap
Outsource to Commonwealth or to another provider and ensure that your clients’ investments receive the professional attention they demand—while freeing yourself to spend more time focusing on their overall financial picture.
- Commonwealth’s PPS Select is our turnkey mutual fund and ETF wrap program with portfolios managed by Commonwealth’s own Research team. You assist your clients in matching risk tolerance, time horizon, and investment objectives to one or more of our model portfolios and leave the research, monitoring, and rebalancing to our team of professionals.
- Third-Party Advisory Programs offered by Commonwealth let you opt for strategic and tactical portfolio management from a selection of top advisory firms. It’s a way for you to help your clients meet their investment objectives by capitalizing on the strengths of the various providers, while still maintaining those assets under management.
PPS Direct for Separately Managed Accounts
Choose from among a variety of separately managed account options for your high-net-worth clients who prefer ownership of individual securities, greater control over tax liability, and the high level of expertise offered by the various money managers.
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