Coming Soon ...

Investment Solutions

A robust array of solutions.

Allowing the advisor to have the freedom to manage their clients in the way in which they feel is best suited.

Our programs

Managed Advisory Platform

  • Access a universe of professionally managed strategist models composed of mutual funds and/or ETFs
  • Fund Choice option lets you choose from thousands of individual mutual funds or ETF’s
  • Fixed Interest Option included
  • Easy button Support & Services

American Funds Direct

  • GWN and American Funds are piloting an American Funds Direct Advisory Platform
  • Allows conversion of current investments directly held with American Funds to F2 shares
  • Accounts must currently be held at American Funds/TCA

Fidelity Managed Account Exchange

  • High net worth client options
  • Access to SMA's & UMA's
  • Advisor Model Trading
  • Tax & Import Overlay Services
  • Advisor Owned Service Model

Custodial Advantage

  • Custodial Program offering over 20 mutual fund families
  • Load waived and no transaction fee mutual funds
  • Auto rebalancing & Dollar Cost Averaging available
  • Available for qualified account types
  • No minimum initial investment

Fixed Interest Option

  • Preservation of capital plus competitive intermediate-term returns
  • Daily liquidity
  • Principal and interest are guaranteed by The Standard Insurance Company
  • Available for qualified account types

Additional Solutions


  • 403b and TPA Services
  • 529/College Planning
  • Mutual Funds
  • More solutions...


  • Management on Plan Assets-SDBA's Self Directed Brokerage Windows
  • Access to Higher Education
  • Custom SMA's & Other Direct Solutions
  • More solutions...