Separately Managed Accounts Platform
TradePMR offers a Separately Managed Account Platform, specifically built for RIA's, consisting of three distinct programs for all levels of account sizes and investment objectives. We have done the work of negotiating agreements with multiple managers offering a wide range of portfolios and strategies that can be easily integrated into your firm. This open-architecture platform allows the advisor to negotiate his own fees with the client instead of purchasing a bundled program with set advisor fees.
Our managed account program, called
CMC Portfolio Strategies, is an easy to implement
business solution for your practice specifically created by CMC for the TradePMR
advisor.
The TradePMR Managed Account Platform allows you as an advisor to:
- Focus on running and growing your business by freeing up time
- Attract high-net-worth clients and institutions who want nationally recognized managers
- Offer the expertise of money managers that specialize in different investment strategies
Money Managers Program
This is TradePMR's most comprehensive managed account solution, offering world-class research and access to top-tier investment managers. The managers within this program have been approved by CMC as the best performing separate account managers in the marketplace based upon consistency of performance, risk rating, management tenure, and competitive expense ratios.
Mutual Fund & ETF Model Asset Allocation Program
This program emphasizes risk management through proper asset allocation
Mutual Fund and Exchange Traded Fund portfolio. With only a $10,000 minimum account size, this
program offers the benefits of a managed account to smaller clients at a low cost, while still
utilizing CMC's qualitative research.
The five Allocation Models for either portfolio are:
- Conservative Investment Allocation
- Moderately Conservative Investment Allocation
- Moderate Allocation
- Moderately Aggressive Investment Allocation
- Aggressive Investment Allocation
Advisor's Asset Management
Advisor's Asset Management (“AAM”) is a division of Fixed Income Securities, LP (“FIS”), a registered broker-dealer, member FINRA and SIPC, and an SEC registered investment adviser. FIS offers individual account advisory services under the business name Advisor's Asset Management and AAM's Private Managed Money (“PPM”) department. AAM claims compliance with Global Investment Performance Standards (GIPS).
AAM provides multiple Fixed Income Portfolios to TradePMR's advisors that encompass both taxable and tax exempt strategies. The minimum account size is $250,000.