BOSTON, July 15, 2015 /PRNewswire/ -- Signator
Investors, Inc. has added the Strategist Managed Portfolio program
(SMP) to its managed account platform which runs on Envestnet's
Next Generation Platform (ENV2) technology.
Through one portal, SMP provides Signator's qualified investment
adviser representatives (IARs) access to eleven well-known advisory
service providers and their managed account portfolios. IARs are
able to work with clients to select the portfolios that best meet
their needs – whether they prefer a dynamic or tactical investment
style, or a portfolio consisting of mutual funds, ETFs or a
combination.
"Signator has significantly increased its investment adviser
population in recent years, and we're committed to providing
advanced tools to help them best serve their clients and grow their
business," said Christopher
Maryanopolis, President of Signator Investors, Inc. "With
the recent momentum in managed accounts, and the fact that it's no
longer just the affluent clients who have accounts with a mix of
assets, we're very pleased to add Strategist Managed Portfolios to
our platform."
"We are excited to play a role in the evolution and growth
of the Signator Managed Account Platform," said Lori Hardwick, Group President, Advisor
Services, Envestnet, Inc., "By leveraging a 'best of breed' asset
manager roster, Signator is providing their IARs with a diverse set
of portfolio options that can effectively help meet the unique
investment needs of clients."
Through SMP, IARs and their clients have access to actively
managed investment solutions with account minimums as low as
$25,000 with ongoing portfolio
management and a focus on tax management. Among the Strategists
currently available on Signator's platform are:
- Alpha Simplex LLC, which uses a dynamic investment style
and includes mutual funds and ETFs
- Astor Investment Management LLC, which uses a tactical
investment style with ETFs
- Beaumont Capital Management LLC, which uses a tactical
investment style with ETFs
- Brinker Capital, Inc., which uses a dynamic investment
style with mutual funds
- Clark Capital Management Group, Inc., which uses a
dynamic investment style including mutual funds and ETFs
- Morningstar Investment Services, Inc., which uses a
dynamic investment style including mutual funds or ETFs
- Russell Investments, which uses a strategic investment
style with mutual funds
- Standard & Poor's Investment Advisory Services LLC,
which uses a dynamic investment style with mutual funds or
ETFs
- Symmetry Partners LLC, which uses a strategic investment
style with mutual funds or ETFs
- Wilshire Associates Incorporated, which uses a dynamic
investment style with mutual funds
- Vanguard, which uses a strategic investment style with
ETFs
SMP is available on Signator's recently upgraded managed account
platform, which includes Advisor Managed Portfolios (AMP), built on
ENV2 technology . AMP provides qualified IARs the
ability to construct risk-based investment allocation strategies or
models for their clients using either an asset-based or
transaction-based pricing model and allows the IAR to act as an
advisor or portfolio manager. Envestnet's platform helps
Signator's advisors build and manage the custom portfolios with
straight through trading, streamline the maintenance of the models,
and makes administration easy with comprehensive performance
reporting and billing.
"Having these two programs together on one platform provides
IARs flexibility to provide customized solutions based on their
clients' needs and how they want to run their practices – while at
the same time simplifying the process and giving them scalability,"
said Maryanopolis. "And we aren't resting here; we're exploring
additional ways to evolve the platform – with automated advice and
portfolio management tools – to help our advisors better serve
their clients," he added.
About Signator Investors, Inc.
Founded in 1968,
Signator Investors, Inc., powered by John Hancock Financial
Network, is an independent broker/dealer-Registered Investment
Adviser based in Boston, Mass.,
that supports a national network of independent firms with more
than 1,600 advisors and representatives across the U.S.
Signator partners with financial professionals who have proven
experience and share its commitment to putting clients first. The
firm's open product platform includes a comprehensive range of
investment, advisory and protection products from leading
carriers.
And its first-class support, wealth of local and national
resources and flexible business models help entrepreneurially
minded financial professionals ensure that their clients are well
taken care of. For more information, please visit
www.signatorinvestors.com.
About Envestnet
Envestnet, Inc. (NYSE: ENV) is a
leading provider of unified wealth management technology and
services to investment advisors. Our open-architecture platforms
unify and fortify the wealth management process, delivering
unparalleled flexibility, accuracy, performance, and value.
Envestnet solutions enable the transformation of wealth management
into a transparent, independent, objective, and fully-aligned
standard of care, and empower advisors to deliver better
outcomes.
Envestnet's Advisor Suite® software empowers financial advisors
to better manage client outcomes and strengthen their practices.
Envestnet provides institutional-quality research and advanced
portfolio solutions through our Portfolio Management Consultants
group, Envestnet | PMC®. Envestnet | Tamarac provides leading
rebalancing, reporting, and practice management software.
For more information on Envestnet, please visit
www.envestnet.com and follow @ENVintel
(https://twitter.com/envintel).
Envestnet, Inc. is not affiliated with Signator Investors,
Inc. nor any of its affiliates
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SOURCE Signator Investors, Inc.