Flexibility
Our Direct Access TAMP allows investors the ability to create their own portfolio using any combination of mutual funds, ETFs, and stocks with desired weightings and tolerance bands. If creating your own portfolio is not something you desire, you may select from one of our pre-existing model portfolios – Legacy, Factor, or Tactical.
Trading
Trading can be automated once a portfolio has been created. The TAMP software will generate all the necessary trades to establish positions for the portfolio. No manual calculations are required.
Rebalancing
Rebalancing can be automated once the positions are established. Software also allows Tolerance Bands to be set at different levels, including major asset classes, sub asset classes, and security level.
Custodians
Currently the following custodians are available on our platform – Schwab, Fidelity, and TD Ameritrade. Trades can be submitted the custodians through a Fix Connection or Trade File.
Pricing
The annual fee for utilizing the TAMP starts at $1,500 per year. Additional fees apply for multiple accounts. Please contact us for additional information.