TACTICALLY-MANAGED PORTFOLIOS
We are pleased to offer our clients Tactically-Managed Portfolios based upon each client's specific risk tolerance.
ENHANCE YOUR WEALTH IQ
Key questions and answers related to wealth management.
We offer tactically managed portfolios
through the Select Money Management, Inc. Wrap Fee Programs. We
serve as sponsor and investment manager for the Programs, which
are fee-only investment management programs, offered on a
discretionary basis. The Programs are based on our proprietary
tactical asset allocation methodology. If you participate in the
Programs, we charge you a specified fee which covers our
advisory services and the fees for executing transactions within
your Program account.
To discover more about how
one of our
TACTICALLY-MANAGED PORTFOLIOS might
serve your investment needs, please
review our brochures below.