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Client AgreementInvestOn Wrap Fee Program ACCOUNT OWNER INFORMATION Client information Name of Owner×Pershing Account #*Name of Joint OwnerProposed Investment Amount×HOUSEHOLDINGPerformance House

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How to fill out managed portfolio solutions wrap

01

Assess your financial goals and risk tolerance

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Select a reputable financial institution or advisor that offers managed portfolio solutions wrap

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Meet with the financial advisor to discuss your investment objectives and preferences

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Provide necessary documentation and information required for account setup

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Collaborate with the advisor to choose a suitable investment strategy and asset allocation

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Monitor and review your portfolio regularly to ensure it aligns with your goals

Who needs managed portfolio solutions wrap?

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Individuals who lack the time or expertise to actively manage their investments

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Investors seeking a diversified and professionally managed investment portfolio

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Those looking for a hands-off approach to investing

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What is managed portfolio solutions wrap?

Managed portfolio solutions wrap is a customizable investment strategy that provides diversified asset allocation and professional management.

Who is required to file managed portfolio solutions wrap?

Investment advisors managing portfolios through managed portfolio solutions wrap are required to file.

How to fill out managed portfolio solutions wrap?

Managed portfolio solutions wrap can be filled out by providing detailed information about the investment strategy, asset allocation, and performance metrics.

What is the purpose of managed portfolio solutions wrap?

The purpose of managed portfolio solutions wrap is to offer clients a tailored investment approach that aligns with their financial goals and risk tolerance.

What information must be reported on managed portfolio solutions wrap?

Information such as investment holdings, returns, fees, and risk metrics must be reported on managed portfolio solutions wrap.

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