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Managed Accounts
Deliver flexibility and choice to affluent clients

We offer one of the largest and most comprehensive managed account platforms.


Bundled-fee Solutions
  • Managed Account Select® - Our most comprehensive wrap solution of managers with simplified administration and prescreened with ongoing review by Callan Associates

  • Managed Account AccessTM - Wide array of sought-after money managers and strategies without having to negotiate separate contracts, fees or account minimums

Open Architecture Solutions
  • Managed Account Marketplace® - Our most flexible platform that allows you to work with a client's preferred manager or choose from over 750* money managers.

  • Model Portfolio Solutions - Our most requested in-house discretionary asset allocation/Investment Selection managed program


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IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Securities and broker dealer services offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC.
Sunbridge Management, Inc. is a SEC Registered Investment Advisory firm.
Cadaret, Grant and Sunbridge Management are separate entities. 

This communication is strictly intended for individuals residing in the state(s) of CA, NY, PA and TX. No offers may be made or accepted from any resident outside the specific states referenced.


This communication is strictly intended for individuals residing in the state(s) of CA, NY, PA and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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