Managed Advisory Platform
GWN’s Managed Advisory Platform features a suite of sophisticated advisory solutions, designed to serve your clients specific investment goals
Strategic
MAP provides you with the independence to choose how to manage your clients investments
MAP Model Marketplace:
- MAP's Model Marketplace allows you to select a professionally managed model from nearly 20 unique strategists.
- Or combine multiple models to build a more diversified portfolio
- Maximize your time with clients by outsourcing model creation and rebalance/allocation changes to a professional 3rd party strategist
View below
MAP Fund Choice:
- Choose from 1000’s of individual no load or load waived mutual funds or ETF’s
- Including the Guaranteed Fixed interest Option (XGFF9)
- A minimum of three funds/ETF are required for a complete portfolio, series 7 is required to select individual ETF’s
View below
Combine MAP Model Marketplace & Fund Choice:
- Choose a strategist model(s) and then choose mutual funds or ETF’s to enhance your clients portfolio
- Customize and optimize your clients investment strategy
View below
MAP Model Marketplace
Select a strateist logo below to find out more:
Absolute Capital Management
American Funds From Capital Group
Advanced Asset Management Advisors (AAMA)
BlackRock
Custodial Advantage
Dimensional Funds Models (DFA)
Donoghue Forlines
Frontier Asset Managment
ICON
Main Management
Ocean Park
Russell Investments
TAM-Multi-Manager
TAM-Multi-Manager
TAM-Multi-Manager
Indicates strategist models are available on MAP Non-Qualified
MAP STRATEGY CLASSIFICATIONS
%201.svg)
Core Strategies
Strategic with a Tactical bend
Blended Core Strategies
ACTIVE & TACTICAL STRATEGIES
Enhanced Return Focus
MAP Fund Choice
Choose from thousands of mutual funds and ETF's, including the Guaranteed Fixed Interest Fund
Designed to allow an Advisor to create their own allocations or enhance their client's portfolio
Designed to allow an Advisor to create their own allocations or enhance their client's portfolio
A minimum of 3 Mutual Funds/ ETF's must be chosen if a strategist model is not also selected, includes GWN Fixed Interest Fund (XGFF9)
GWN Fixed Interest Fund is for qualified account types only.
Click here for more info and current rates.
Series 7 is required to select individual ETF's.
Combine MAP Model Marketplace & Fund Choice
Combine your preferred strategist model(s) with individual mutual funds or ETF’s to create a more customized solution.
60%
Strategist Model
Portfolio(s)
10%
Fund Choice Mutual Fund/ ETF
10%
Fund Choice Mutual Fund/ ETF
10%
Fund Choice Mutual Fund/ ETF
10%
Fund Choice Mutual Fund/ ETF
