Discretionary managed solutions

This fee-based discretionary solution provides valuable advice from a seasoned investment advisor and fully diversified institutionally managed portfolios. OnPoint™ Managed Portfolios ensures that you’re not alone on your journey towards financial success. Your advisor knows you well, understands your financial goals and are there to listen and give sound advice. Investment fees can be complicated, but with OnPoint™ Managed Portfolios, you’ll see one annual fee based on your assets clearly displayed on your statement.

OnPoint™ Managed Portfolios may be right for you if you:

  • Have a minimum of $100,000 to invest at the account level
  • Value expert advice and want a strong, trusting relationship with your advisor
  • Want piece of mind and letting experts manage the day-to-day details of your investments 
  • Prefer one comprehensive fee