According to the companies, the Select Portfolio Solutions program, currently available to TD AMERITRADE Institutional’s RIA clients, enables advises to deliver investment advice and construct client-specific recommendations for individual investors through a breadth of non-proprietary investment choices offered by FundQuest.
Product options include: Unified Managed Accounts (UMAs), Separately Managed Account (SMA) models, Mutual Fund models, and others.
More information can be found at www.tdainstitutional.com.