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money managers & platforms
Many Advisors choose to outsource the investment selection
process to an independent money manager, while they continue the financial and
life planning aspects of a client’s future.
If that is your current or future business model, than a Money Manager or
Management Platform may best fit your needs.
Whether you choose a single manager or a platform that offers
multiple managers and investment product choices, you will have best of class
product access at J.W. Cole Financial.
J.W. Cole has formed long-standing partnerships with the industries most
widely recognized management firms.
These names include:
- Brinker Capital Management
- BTS Asset Management
- Clark Capital Management
- Clarke Lanzen Skalla
- Curian Capitol
- Envestnet
- Flexible Plan
- FTJ Fund Choice
- Genworth Financial Wealth Management
- ITS Asset Management
- Lockwood
- Loring Ward Advisor Services
- Manning & Napier
- Morningstar
- Pacific Financial
- Rochdale Investment Management
- SEI
- Standard & Poor’s
- Symmetry Partners
Plus Many More…
This is NOT a complete list of our Money Managers and Platforms,
but only a sample of the most highly used institutions. Please contact our home office for further
inquiries. If you have an existing relationship with a Money Manager or
Management Platform not listed above or approved by J.W. Cole, in most cases
that is not a problem. J.W. Cole will
assist potential advisors in maintaining each of their important relationships
when joining J.W. Cole from another firm. Our RIA Due Diligence team will
quickly react to your product needs to make your transition as seamless as
possible for you and your clients.
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