Client Resources

Discovery Meeting

Albridge Wealth Reporting and Data Aggregation

Cetera Client Collaboration Flyer

How We Work Together (Client Service Options)

Investment Analysis Process

Investor Profile Questionnaire

Protecting Your Assets Flyer

Quarterly Performance Reports Flyer

Retirement Lifestyle Book (MoneyGuidePro)

The Right Connections (The Teams Behind Our Relationship)


Financial Planning

Financial Needs Questionnaire

Financial Planning Discovery Meeting Checklist

Financial Planning FAQs

Financial Planning Folder


Investment Advisory Services

The Value of Our Advisory Relationship Brochure

What is an ETF Flyer

What is a Mutual Fund Flyer


Investment Advisory Management Programs

Managed Wealth ADVANTAGE® (MWA) allows us to customize portfolios to our client's individual goals, risk tolerance and time horizon while providing a diversified and professionally managed portfolio. MWA offers clients a set of asset allocation models constructed based on risk profiles.

Managed Wealth ADVANTAGE Client Folder

The Mutual Funds/Exchange Traded Funds (MF/ETF) Advisory program is a turnkey program that provides institutional investment services and advice clients as well as active portfolio management. This flexible program features a choice of portfolio strategists to provide a myriad of investment solutions for our clients.

Mutual Fund / ETF Advisory Program Client Folder

Mutual Fund / ETF Advisory Program Overview Flyer

Mutual Funds/Exchange Traded Funds (MF/ETF) Strategists

The combination of strategists allows us to choose between a strategic, tactical, enhanced passive, income, alternative strategies, or a core/satellite approach utilizing a combination of strategists.

Sage Delivering Core Plus Fixed Income ETF Strategy

Sage ETF Strategies Overview Presentation

Sage Tactical ETF Strategies Brochure

Tower Square Management Strategy Overview

Tower Square Investment Management Strategic (Passive) Portfolios Overview

Tower Square Investment Management Strategic PLUS (Tactical) Strategy Overview

Tower Square Investment Management Unconstrained Strategy Overview

UBS Firm Overview

UBS GTAS Series Brochure

 

UBS Tactical ETF Portfolios

Wilshire Overview Brochure


Advisor-Directed Programs

Preferred Asset Management Flyer

Premier Portfolio Management Flyer

Prime Portfolio Services Flyer

xMA Advisory Program Overview Flyer

xMA Advisory Program Client Folder


The xMA® Program

The Next Generation Managed Accounts (xMA) program is Cetera Advisors' separately managed accounts solution. Designed to help individuals as well as corporations, the xMA program offers a powerful combination of professional guidance and flexibility supported by a foundation of proprietary research, delivered in a model portfolio format.

The xMA program features the ability to house multiple investment strategies, or sleeves, under one account, saving you and your clients' time by dramatically cutting down on paperwork. More importantly, it allows you to immediately move or adjust client allocations to specific manager sleeves as the market or client needs evolve. Coupled with the attributes of a traditional separately managed accounts programs—client profiling, fee-based pricing and investment research combined with individualized security and tax management strategies—xMA truly brings the next generation of a managed accounts solution.

The program offers over 70 managers and more than 100 unique investment styles and can be used in conjunction with other Cetera Advisors advisory programs to offer institutional money management to your clients.

Tower Square Investment Management Brochure

Tower Square Investment Management Large Cap Core Brochure

Tower Square Investment Management Yield Select Brochure