Institutional Infrastructure Integrated Into Your Practice
WealthSelect partners with advisors through a structured engagement process designed to institutionalize your investment platform while preserving your philosophy and client relationships.
Our process evaluates, designs, and supports your entire investment program — not just individual portfolios.
Step one:
Discovery & Practice Assessment
We begin by understanding how your investment program works today.
Deliverable:
Practice Investment Assessment
We evaluate:
- Your investment philosophy and decision process
- Client segmentation and service tiers
- Current portfolio models and strategies
- Operational workflows
- Technology and custodial environment
- Opportunities for institutionalization and scale
Understand the practice before designing the solution.
Step two:
Investment Program Design
Next, we formalize the structure of your investment platform.
Deliverable:
Investment Program Statement
Together we design:
- Client segmentation frameworks
- Strategic asset allocations per segment
- Portfolio architecture
- Investment vehicle selection
- Governance structure
- Investment Program Statement (IPS)
This creates a unified framework for managing your entire book of business.
Step three:
Portfolio Construction
Using the investment program framework, portfolios are engineered using WealthSelect’s modular construction approach.
Portfolio components may include:
- ETFs and direct indexing for core exposure
- SMAs for customization
- Fixed income portfolios
- Overlays for concentrated stock
- Tax management, income, and risk management
Power Your Entire Investment Platform with Institutional Infrastructure
Book a complimentary consultation to see how WealthSelect can support your practice.
