Turnkey Asset Management

Turnkey asset management programs, or TAMPs, allow advisers to delegate the investment management function to those able to devote more time and resources toward it. By delegating this function, advisers are able to “sit on the same side of the table” as the client, monitoring performance and recommending change if it falls short. And, at the same time, by offloading back-office functions, advisers can focus more on client facing activities and on growing their business.

Creating Efficiencies

Through our TAMP, financial advisers have access to the expertise and resources of an entire team of specialized professionals to help them with the various tasks necessary to service the investment needs of their clients. FamilyWealth AdvisersTM’s TAMP provides advisers with:

  • Marketing materials
  • Risk assessment questionnaires
  • Proposals
  • Performance reporting software
  • And many other tools

How It Works

The FamilyWealth AdvisersTM TAMP provides separate managed accounts (SMA) and unified managed household accounts (UMHA) to better manage assets. The UMHA is a structure that can contain various types of investment products like stocks, bonds, SMAs, mutual funds, ETFs, or alternatives.

Each asset class fits into its own “sleeve” and advisers can build as many sleeves as the client portfolio requires. The advantage is that the entire household is managed from one platform allowing for your investment needs to be focused and carried out efficiently and taking advantage of efficiencies derived from scale.

Why Choose Us?

The FamilyWealthTMAdvisers platform provides unsurpassed tools and resources to help manage portfolios and streamline the investment process.

The FamilyWealthTM Advisers dedicated service team, along with our state-of-the-art platform provides an all-in-one solution to help  automate the wealth management process and provide a holistic approach to account management.

FamilyWealthTM Advisers technology platform and service team provide the support and resources needed to help clients effectively manage assets.

The team of professionals at FamilyWealthTMAdvisers is dedicated to helping our clients find investing success. Our simple goal of preserving principal while consistently growing capital guides us in our research and investment philosophy.

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