Go Beyond the Ordinary With Separately Managed Accounts

Build a better portfolio:

  • Funds
  • Liquid Alternatives
  • Alternative Investments
  • Separately Managed Accounts

Professional Expertise

The Transcend Managed Accounts Program offers many of the same asset allocation and risk management strategies used by major institutional investors. The benefits include:

  • A customized Investment Policy Statement based on your goals,
  • A personalized asset allocation strategy designed by a Professional Portfolio Manager to minimize risk and maximize reward,
  • Access to leading industry investment managers,
  • Tax efficient portfolios for taxable investment accounts, and
  • Quality, unbiased personal service from Bruce and Bernie as your advisors.

An Elevated Level of Service

The more information you have about your investments, the better able you and your advisors will be to measure your progress in achieving your goals. The Program offers a level of reporting and personalized service that truly delivers a High Net Worth experience.

Contact us now for your personal assessment.

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Your retirement income specialists "Looking to your future"

Bruce and Bernie will work with you to create a financial strategy designed to provide you and your family with peace of mind.

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