Brewer Managed Account Platform, MAS, is specifically designed for the advisor who wants maximum control and flexibility in their asset management practice. MAS offers a low cost, open architecture solution for advisors who want to set their own management fee and make their own investment decisions. And because we offer four unique platforms, advisors can effectively meet the investment needs of virtually any client, regardless of account size or investment objectives.

MUTUAL FUND ADVISORY PROGRAM ($500,000 minimum investment)

Capitalize on the knowledge and professional money management expertise of Strategic Advisers, Inc., an experienced registered investment advisor that oversees one of the industry's largest mutual fund wrap programs and has more than $37 billion in assets under management.

What is it?

A comprehensive program designed to construct and manage well-diversified portfolios of mutual funds optimized for highly competitive risk-controlled performance. Strategic Advisers, Inc. sub-advises the private label program consisting of:

•  7 basic target asset mixes.

•  13 model portfolios including taxable and municipal models.

•  Disciplined asset allocation and broad market diversification.

•  Proprietary quantitative and qualitative analysis.

•  Ongoing monitoring and regular rebalancing.

Why this program?

• Gain access to top-level investment experience of Strategic Advisers, Inc. - available to you for the first time from Fidelity Investments.
• Client-appropriate asset allocation strategies.
• Full diversification across asset and sub-asset classes for accounts of $50,000 and up.
• Exposure to a wide range of carefully selected mutual funds.

MULTI-MANAGER ACCOUNT PROGRAM ($250,000 minimum investment)

Enjoy the convenience of mutual fund with the advantages of an account managed by institutional money managers. This option combines asset classes and investment styles in a single brokerage account to build diversification at a moderate account size.

What is it?

An actively managed portfolio of securities directed by two or more institutional asset managers in one account. Our Multi-Manager Program gives you access to:

• Premier institutional money managers with specialized experience in individual asset classes and investment style.
• Overlay portfolio management services provided by Envestnet Asset Management to monitor trading, rebalancing, restrictions, wash sales, and more.
• Consolidated "sleeve-level" management and reporting.

Why this program?

• Combines the simplicity of a Mutual Fund Advisory Program with the benefits of a Separate Account Program.
• Comprehensive performance reporting at the sleeve and portfolio level.
• Simplified account paperwork to eliminate the hassles of multiple statements.
• Broad diversification.

Managed Account Platform - Adobe PDF Download

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