THE GREEN ZONE SELECT™ ASSET MANAGEMENT PROGRAM

Our Asset Management Program has been designed specifically for independent financial advisors who are looking to differentiate themselves with the Green Zone Select™ strategy and associated online tools. You can choose from a 100% Green Zone Select™ portfolio or from a variety of active/passive allocations that incorporate the Green Zone Select™ strategy. We offer a variety of customization options to meet your clients’ needs.

  • Manage more clients without an increased advisor time commitment
  • Unlock the underserved Mass Market profitably
  • Platform is entirely automated, with built-in compliance
  • Earn fees on all AUM
  • Simple, easy to understand strategy
  • Reduced volatility
  • Tactical allocation
  • Transparency into stock selection via online tools
  • Automation eliminates emotion and saves time
  • Customizable to meet individual client needs

— Call form to be added —