How to Invest With Us
Our model portfolios are available on the following TAMP (Turnkey Asset Management Programs) platforms:
The ProActive Money Management Program and the securities used in the program are offered through World Equity Group Inc. Member FINRA/SIPC. World Equity Group is also a registered Investment Advisor. World Equity Group, a FINRA registered broker / dealer.
The WE2 platform is available exclusively through NEXT Financial Group, Inc. for Registered Representatives of NEXT Financial.
Our sub-advisory services can be accessed as separately managed accounts through Schwab Marketplace
(a separate account program offered through Charles Schwab Institutional).