Separately managed accounts have steadily increased as a huge breakthrough in asset management. Through Continuum Advisory’s partnership with Greenrock Research, clients can have access to multiple individual money managers in a single account. Account minimums are higher than the passive and active models on the platform, however given Continuum's scale they are able to bring these customized portfolio solutions to a broader range of clients than many other competitors in the industry. Contact an advisor today to find out more.

Other Model Strategies