Outsourced Asset Management for RIA Firms

Your time is too valuable to waste. Spend it on what matters most and offload your due diligence, portfolio design, and ongoing monitoring to WealthPlan’s experts.

From Start to Finish, We Take Care of It All

Portfolio Construction

Investment Selection

Proposal Creation

Ongoing Portfolio
Management & Rebalancing

Risk Tolerance

New Account Paperwork

Increase Your Profitability

We keep our costs low to help you keep more of your money. Enter your current AUM below to see how much more profitable you could be by switching from your current TAMP.

more annual revenue with WealthPlan.

Smarter Portfolio Management

Our investment process begins with the foundation of Smarter Portfolios, a selection of seven models designed
for customization to any needs.

You can have confidence in knowing that when you outsource asset management to WealthPlan, your clients are
receiving the highest standard of fiduciary care, supported by Smarter Portfolios.

Risk-Based Strategies

All
Appreciation

A diverse set of investment strategies designed to generate long-term capital growth predominately through exposure to equity holdings. Defensive equity and alternative asset holdings are also included in the portfolio to help reduce overall portfolio drawdown in volatile markets.

All
Weather

A diverse set of investment strategies designed to generate a risk-conscious, long-term growth of capital while reducing drawdown exposure for capital preservation. Strategies include the use of equity, fixed income and alternative asset holdings, with several strategies that utilize risk-management techniques to help reduce overall portfolio drawdown.

All
Income

A diverse set of investment strategies designed to generate a moderate, risk-conscious growth of capital with preference to higher current income. Strategies include the use of fixed income, equity and alternative asset holdings that target an above-average current yield with several strategies that utilize risk-management techniques to help reduce overall portfolio drawdown.

All
Risk-Hedged

A diverse set of investment strategies designed to generate a risk-conscious preservation of capital with a secondary objective towards tactical growth & income. Strategies include the use of fixed income, equity and alternative asset holdings that target low cumulative equity risk exposure and a higher mix of alternative investments.

Income Focused Strategies

Dividend
Aristocrats

An all-equity strategy that invests in individual companies with track records of recurrent and prospective dividend growth seeking to provide a consistent, rising income stream over the investment horizon. The strategy predominately invests in companies that have paid and raised dividends for 25+ straight years.

Moderate
Pure Income

A portfolio of strategies designed to generate a moderately aggressive income stream. The portfolio utilizes a mixture of equity income and fixed income strategies that generate high-income distributions to maximize short-term income needs.

Conservative
Pure Income

A portfolio of strategies designed to generate a more risk-conscious income stream. The portfolio utilizes a mixture of equity income and fixed income strategies that generate high-income distributions to maximize short-term income needs.

Discover the Benefits of Smarter Portfolios

Review the methodology and strategy for the most popular models available in our Smarter Portfolios selection. Click here to download your copy of this free resource.

Spend Your Time on What Matters with Advisor Investment Solutions.

Keep your focus on your clients and grow your firm.