For years you have had little choice when selecting a Third Party Asset Management Program (TAMP) for your clients. You have been forced to allocate to high cost poor performing mutual fund or variable annuity wrap accounts.
Now there is a better solution
With Efficient 403B Portfolios you can provide a complete investment solution for your 403B clients.
While most EMP accounts are easily served by one of our asset allocation models, we also offer custom solutions. Our custom portfolio solutions include:
Legacy stock positions
Legacy Variable Annuity Accounts
Custom Rebalancing Frequency
Call us today to request a sales agreement at 1-888-327-4600