The Components That Power Your Investment Program
Integrated Investment Capabilities Delivered Through a Unified Platform
WealthSelect provides investment management through an integrated platform that combines strategic consulting, operational execution, and advanced technology, designed to support a wide range of practice needs across diverse client segments.
One platform. Serving diverse clients. Fully integrated.
Our Integrated Approach
WealthSelect follows a unified process that evaluates, designs, and supports your full investment ecosystem, not just individual portfolios. We partner with you to institutionalize your investment program across:
-
Client segmentation frameworks
-
Portfolio design standards
-
Implementation workflows
-
Governance processes
-
Ongoing oversight
Strategic Investment
Program Design
One cohesive program
across your entire book
Strategic Investment
Program Design
We begin by engineering the foundation of your investment platform.
We work with you to:
- Formalize your investment philosophy
- Define client segments and service tiers
- Establish strategic allocations per segment
- Design model portfolios aligned to objectives
- Select appropriate investment vehicles
- Document governance in an Investment Program Statement
Investment
Solutions & Vehicles
Open architecture.
No product bias.
Investment
Solutions & Vehicles
WealthSelect provides access to a broad universe of institutionally diligenced investment strategies.
Portfolio implementation may include:
- Exchange-traded funds for core exposure
- Separately managed accounts for customization
- Institutional fixed income portfolios
- Alternative investments and real assets
- Private market strategies
Unified Managed
Accounts
Multiple strategies. One
account. One tax form.
Unified Managed
Accounts
All portfolios are delivered through Model Delivery or Unified Managed Account infrastructure, enabling multi-strategy portfolios within a single account.
UMA capabilities include:
- Equity SMAs
- Fixed income ladders
- Alternatives sleeves
- ETF allocations
- Direct indexing integration
- This structure simplifies reporting while enabling sophisticated portfolio construction.
Advanced Tax
Management
Sophisticated tax management
delivered household by household.
Advanced Tax
Management
WealthSelect operationalizes tax overlays at scale — capabilities that are difficult to execute manually.
Tax capabilities include:
- Systematic tax-loss harvesting
- Tax budget monitoring
- Gain deferral strategies
- Transition tax optimization
- Asset location alignment
Technology &
Operations
Operational lift —
fully integrated.
Technology &
Operations
Our platform manages the operational complexity behind portfolio delivery.
Operational infrastructure includes:
- Automated rebalancing
- Trading execution
- Custodial coordination
- Corporate actions
- Cash management
- Performance reporting
- Compliance monitoring
Research &
Due Diligence
Built-in research team,
without the overhead.
Research &
Due Diligence
Your partnership includes access to institutional research capabilities.
Coverage includes:
- Manager due diligence
- Strategy evaluation
- Market research
- Performance monitoring
- Opportunity assessments
Advisors gain a dedicated research function without building one internally.
Investment
Committee Support
Institutional guidance
embedded in your practice.
Investment
Committee Support
We facilitate governance across your investment platform.
Committee support includes:
- Portfolio reviews
- Allocation discussions
- Market outlook sessions
- Strategy evaluations
- Governance documentation
Client
Communications
Institutional insights branded
for your firm.
Client
Communications
WealthSelect supports advisors with professional, white-label communications.
Deliverables include:
- Market commentary
- Portfolio updates
- Educational content
- Allocation change explanations
- Custom client messaging
Practice-Wide Coverage Across Client Segments
Every segment. One integrated investment program.
Practice-Wide Coverage Across Client Segments
WealthSelect supports your entire book, not just select accounts.
Segment coverage may include:
- High-net-worth households
- Mass affluent relationships
- Retirement accounts
- Trust structures
- Institutional mandates
- Alternatives-eligible clients
Each segment is supported through tailored portfolio design, implementation workflows, and governance oversight.
Power Your Entire Investment Platform with Institutional Infrastructure
Book a complimentary consultation to see how WealthSelect can support your practice.
