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Wealth Management

"I don't focus my attention on the daily averages, because I'm not an average investor."

 

"StockCross is the epitome of the term personal. Fresh ideas from within the company and from our customers are always taken to heart." 

Kimberly Webb
Marketing Coordinator
2 years at StockCross

StockCross SELECT Multi-Manager Account
For Portfolios Starting at $250,0001

Just because you want one account, why settle for one opinion?

StockCross SELECT2 enables you to combine the investment expertise of two or more institutional asset managers into a single portfolio. While some investors prefer to have a traditional separately managed account, this option allows you to see your total investment performance in a single statement.

Program Advantages

Professional Asset Management
Tap into the expertise of StockCross SELECT Investment Advisor Representatives and institutional asset managers to help your particular strategy meet its objectives.

Diversification3
Your dedicated StockCross SELECT Investment Advisor Representatives will keep your portfolio in balance with your asset allocation strategy while helping to avoid unintended overlap in styles or positions.

User-Friendly, Consolidated Statements
Manage all of your assets without having to receive, review and compare multiple statements. See your portfolio’s current value at a glance, anytime.

Comprehensive Performance Reporting
Monitor each asset manager’s performance as it contributes to your combined, overall strategy.

1Some Multi-Manager Account Programs may have higher investment minimums.

2StockCross SELECT, powered by National Financial Services, utilizes constantly updated research tools and state-of-the-art transaction technology to provide customers with one of the industry’s most powerful asset management solutions.

3Diversification does not ensure a profit or guarantee against a loss.

How It Works

Your StockCross Investment Advisor will help you develop a custom long-term strategy that targets your individual goals.

Step One: Identify Goals and Objectives
Define your tolerance for risk, the time frame for your investments, and outlook for future financial needs.

Step Two: Determine Asset Allocation Policy
Discuss your options, weigh potential risk and rewards, and diversify your portfolio to steadily work toward your investment goals.

Step Three: Find Your Asset Managers
With your strategy in place, set it into motion by finding the asset managers whose expertise and specialized counsel best suit your needs. Your dedicated Investment Advisor will make the introductions, discuss their recommendations and implement the actions that meet with your approval.

Step Four: Ongoing Portfolio Monitoring and Rebalancing
Ride out the daily twists and turns of the market by reviewing the overall performance of your investments against the timeframe and strategy you have set.

Market conditions, contributions to the account, and other factors may cause the allocations to fall outside the targets originally set for the portfolio. If this happens, one or more of the money managers may rebalance the portfolio to bring allocations back within the desired range based upon the investment strategy you agreed to with your Investment Advisor Representative4.

4After reviewing your needs with your investment advisor, you will receive an investment proposal detailing your investments and goals. This document should be thoroughly reviewed and understood prior to investing.

Portfolio Options

StockCross Select gives you access to a number of different model portfolios based upon specific asset allocation strategies. Each strategy is intended to provide you with a level of return consistent with your long-term goals while managing the risk you assume.

Large-Cap Core
Generally consists of stocks of companies having market capitalizations of greater than $10 billion, and which, when combined in a portfolio, have no particular growth or value orientation.

Large-Cap Growth
Generally consists of stocks of companies having market capitalizations of greater than $10 billion, and which exhibit growth characteristics such as high relative earnings growth.

Large-Cap Value
Generally consists of stocks of companies having market capitalizations of greater than $10 billion, and which exhibit value characteristics such as a low Price-to-Book Value ratio.

Small-Cap Core
Generally consists of stocks of companies having market capitalizations of less than $3 billion, and which, when combined in a portfolio, exhibit no particular growth or value orientation.

International
Generally consists of American Depositary Receipts (ADRs) of companies having market capitalizations of greater than $10 billion, and which, when combined in a portfolio, have no particular growth or value orientation.

Fixed Income
Generally consists of Exchange-Traded Funds (ETFs) representing a broad fixed-income index such as the Barclays Capital Aggregate Bond Index.

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or Call (800) 225-6196

 
 
 
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Brokerage Products and Services offered by StockCross Financial Services, Inc. - Member FINRA and SIPC.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the investment company.  To obtain a prospectus contact StockCross at 800.225.6196. Read the prospectus carefully before investing.

Options involve risk and are not suitable for all investors. Detailed information on our policies and the risks associated with options can be found in the StockCross Options Application and Agreement, Customer Agreement, and by downloading the Characteristics and Risks of Standardized Options, and 2012 Supplements from The Options Clearing Corporation, or by requesting a copy from StockCross free of charge. 

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, or by requesting a copy from StockCross free of charge. 

Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

Copyright StockCross Financial Services, Inc. 2016.