• Integrated Portfolio Implementation® provides customized overlay management that allows advisors to combine separately managed accounts, mutual funds, ETFs, and other vehicles into a single portfolio.
  • Benefits include the ability to customize portfolios, improve after-tax returns and possibly reduce overall investment management fees.
  • Integrated Portfolio Implementation® can help streamline the process by combining multiple strategies into a single account and handling drift monitoring, rebalancing, cash flows and manager/allocation changes.