We offer multiple investment strategies to meet the needs of retail investors. We have solutions designed for investors with specific tax and liquidity needs.
We offer discretionary investment management services as part of various wrap fee programs offered by investment advisers/broker-dealers.
In addition to wrap fee programs, we also participate in Unified Management Account Programs (“UMA Programs”) offered by investment advisers/broker-dealers. In UMA Programs, we provide a model portfolio to the program sponsor, and the sponsor executes transactions for its client accounts taking into consideration the individual needs of the particular client. For more information about UMA Programs, contact us at firstname.lastname@example.org or call 214.635.1690.
* New York Life Investment Management LLC serves as the Fund’s Manager. Cushing® Asset Management, LP serves as the Fund’s Subadvisor.