Ategenos Access Portfolios
Our suite of dynamic discretionary model-based UMA portfolios span the investment frontier, seeking to present diverse portfolio solutions to help pursue your client’s desired outcome. Discover the Ategenos Access portfolio to align with your client’s investment goals.
“We have a long history of working with financial advisors to help their clients reach their long-term financial goals. Our time-tested process for managing multi-asset class portfolios seeks to give advisors and their clients confidence that their hard-earned money is working for them.”
Jeff Raupp, CFA
Co-CIO
Portfolios may be designed to incorporate tax considerations
Fixed Income
Equity
Our Investment Process
There is no guarantee the stated results will occur.
