Investment Solutions

Innovative solutions for every type of investor

When it comes to investors, there isn’t a ‘one size fits all’ solution. That’s why we offer a full suite of innovative, quality investment solutions which align to a variety of investor needs.

Comprehensive investing
With OnPoint Fee-Based Account®, clients pay a recurring fee in exchange for a wide range of wealth management services such as active portfolio management, regular account maintenance, and retirement and estate planning. This solution provides access to portfolio models, specialty funds and enhanced research options, along with comprehensive reporting on accounts.

Discretionary money management
OnPoint Managed Portfolios® offers the advantages of a fee-based relationship combined with the freedom of discretionary management. This comprehensive solution provides clients advisory expertise, competitive fees, and most importantly, the freedom from having to make day-to-day investment decisions.

Credential Managed Account is a separately managed discretionary investment program that uses overlay portfolio management with a multi-manager, multi-style approach to investment management. Designed with input from our partners, this fee-based investment solution provides high net worth clients and families, endowments, foundations and corporations with access to the expertise of top-tier, pension-class investment managers.