ADVISORY

Portfolio Management

KB Elliott's registered investment advisor, WFG Advisors, LP has developed an innovative open architecture program for our fee-based Financial Professionals. Our cutting edge technology enables flexibility and efficiency, allowing each Financial Professional the ability to develop an investment program that best suits their clients.

Investment Programs By Management Style

Direct

WFG Select is an open architecture program designed for the financial professional that wants to directly manage their client's assets.

Hybrid

WFG Select Hybrid offers the ability to leverage Third Party Money Managers to provide day-to-day account management.

Outsourced

Managed Account Solutions (MAS) is a turnkey, asset management platform that allows Financial Professionals to increase profits and efficiency as well as moderate risk. MAS is fully integrated into the National Financial Services platform and provides complete account coverage, enabling Financial Professionals to monitor multiple sponsors through a single portal.

Turnkey Asset Management Programs allows you to select from a variety of strategic and tactical third party investment platforms and managers.