Remove Investment Management Minimum Barriers With Fractional Shares

Fractional Shares Guide

Discover how to access for your clients a world of premier investment managers historically out of reach for all but high-net-worth investors.

Preserve the integrity of portfolio construction for all clients:

  • Money manager minimums are waived
  • The integrity of portfolio construction is not compromised
  • Highly diversified multi-manager UMA models with individual securities for as little as $250,000
  • Highly diversified models with ETFs or funds for as little as $25,000

Download our free guide to learn how to harness the power of fractional shares with a simple, scalable model portfolio management process.

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Download Fractional Shares Guide