Wealth Management

Investment Advisory Solutions

Wealth Management Platform (WMP)

WMP is a web-based platform backed by leading research and technology with four distinct advisory programs, supported by our expert team of internal consultants.

Genesis Model Portfolios

offer you the ability to focus on client interaction rather than due diligence and model maintenance with over 120 turnkey model portfolios allocations and institutional money management, including Genesis Series Portfolios, our exclusive all-accounts solutions with minimums starting at just $5,500, launched in 2017.

Separately Managed Accounts

provide individual investors access to high-quality investment managers, many that were only exclusive to large institutional investors. Account minimums start at $100,000.

Unified Managed Accounts

offers flexibility for you to build customized portfolio models with a variety of investment products: Separately Manage Accounts, Model Portfolios, Mutual Funds, and ETFs, in a single, fully-diversified portfolio. Account minimums starts at $50,000.

Advisor Managed Portfolios

puts portfolio management in your hands with more than 8,000 Mutual Funds, ETFs, Stocks, Fixed Income, and Select Fee-Based Variable Annuities. Account minimum of $50,000.

Your Advisory Partners at Advisor Group

Investment Advisory Services has two teams dedicated to helping you maximize the tools in your practice.

Investment Advisory Consultants

both internal and in the field, are there to help you navigate product and program research and provide solutions for your client proposals.

Wealth Management Platform Operations Consultants

offer you end-to-end support on our WMP, from opening a new account to billing and continual client care.

Ready for an Extraordinary Partnership?

Contact us

866.462.4432

20 E. Thomas Road
Suite 2000
Phoenix, AZ 85012

If you are an existing financial advisor interested in joining our firm, please complete the form below. All information is confidential.