Leveraging PageOne's strategies and service in your practice
Our strategies are designed to align your growing business with the investing goals of your existing and prospective clients. By using PageOne as your money manager and back office support (including access to AdvisorLynx, our comprehensive Portfolio Accounting System), we can help transform your practice by providing scalability, superior service, and institutional-quality portfolio management.
There are multiple channels through which PageOne's strategies are available. Each is designed to give you and your clients the peace of mind in knowing that our team is fully committed to managing your clients' portfolios.
DIRECT BUSINESS (BROKERAGE)
PageOne works with Folio Institutional to offer full advisory services to your client accounts. This option leverages our dedicated accounts team, letting us act as your "back office" with services such as account onboarding and cash management.
UNIFIED MANAGED ACCOUNTS
PageOne's strategies are available as UMA "sleeves" for Adhesion Wealth Advisor Services. Please contact us to see if our strategies are available for you.
VARIABLE ANNUITY / DIRECT FUND OVERLAY
PageOne has the ability to apply its tactical strategies to existing variable annuity policies sold by a variety of companies, including those listed below. Under these arrangements, PageOne acts as "third party money manager" and is granted by the client the authorization to trade and bill the account. Our strategies are also available at a limited number of fund families (see list).
Security Benefit Life
Custodians/Platforms currently available for PageOne strategies. PageOne Financial, inc. is unaffiliated with all companies listed.