WrapManager is a natural next step for investors seeking new horizons. Unlike a mutual fund or traditional brokerage, WrapManager helps high net worth investors gain access to a diverse group of money management firms used by investors.
We specialize in building customized, diversified portfolios of professional investment managers and monitoring them over time. As an authority on money managers, we also conduct due diligence on money managers to identify strategies that become part of our recommended list. We then work with each client to shape a solution to help them reach their goals.
WrapManager has been named the Top Practice at Prospera Financial each year since 2006. Prospera Financial is our independent broker dealer and three time Investment Advisor magazine Broker Dealer of the Year.
WrapManager clients include active high-net-worth professionals, retirees, executives and business owners who understand the value of knowing where they are financially, where they want to go, and how to get there. They trust us to manage their wealth. We invite you to explore our web site and find out why.
Specialties
Wealth Management
