Investment Advisory Programs

Advisory Programs: Choice SMA | Choice Fund | Choice UMA | Choice Advisor

CHOICE Fund is a professionally managed multi-strategy Mutual Fund investment program. We bring together in a single portfolio, multiple asset classes, investment strategies and investment managers, each with their own area of expertise. Multi-strategy portfolios offer multiple sources of potential return and may improve a client's risk-reward profile relative to less diversified approaches. In addition, the portfolio is monitored on an ongoing basis and adjusted to stay on track with a client's goals as the markets evolve. CHOICE Fund provides the following unique advantages:

  • Diversification
  • Goal-Based Asset Allocation
  • Multi-Manager Portfolio Construction
  • Manager Monitoring
  • Risk Management
  • Disciplined Rebalancing
  • Tax Aware Implementation
  • Account minimums starting at $10,000

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