Holistic Investment Solutions

Grow your business, reclaim time, and help your clients meet their financial goals with our comprehensive investment solutions.

Financial advisor meets with client to discuss portfolio investment management.

Manage investments with confidence and precision

Scale Growth; Fulfill your vision without overextending yourself. Get Time Back; Focus on other priorities that elevate your business. Stay Flexibile; Pick options that align with clients' changing goals. Access Expertise; Get support from our specialists anytime.

Choose the right path for your clients and your business

Access a variety of investment options through our Preferred Portfolio Services® (PPS) asset management platform. Pick the approach that works best for your business.

PPS CUSTOM

Manage portfolios yourself

If investment management is a core benefit you provide, level up the value you offer. With PPS Custom, you can:

  • Design your own models using individual securities and funds with recommendations from strategists

  • Delegate the day-to-day trading and administration to our in-house specialists

  • Easily manage everything and oversee discretionary accounts online

PPS SELECT

Delegate investment management to our team of specialists

Focus on building client relationships, not models, by handing over portfolio management to our seasoned investment research strategists. With PPS Select, you can:

  • Match client objectives to models while keeping control over your client relationships

  • Pick from a range of diversified models, including active, passive, income, alternative, tax-aware, and sustainable solutions

  • Reclaim time and create scale by outsourcing due diligence, product selection, portfolio rebalancing, trading, and more

  • Leverage personalized indexing to tailor portfolios to client preferences while optimizing for tax efficiency

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Michael Manning

We had put together an investment group, and we were meeting mutual fund wholesalers and we're trying to keep up with all of the different funds available to put into our portfolios. Quite frankly, it was causing me to have sleepless nights. I had a tremendous amount of anxiety worrying about how were our portfolios performing? Were we using the right funds? Were we rebalancing portfolios effectively? It became difficult and I needed to find a new solution. The PPS Select platform is supported by the Investment Research team. I had a lot of confidence in the Investment Research team at Commonwealth. We came to find out, once we got to using PPS Select, that it took a lot of work off of my plate as well as my operations team, just as important. We knew that we would get proper asset allocation, we would get rebalancing, we would have professional money management. So, our value proposition is to provide a high level of service, and to give good, sound advice. PPS Select is a big part of that.

The PPS Select program, available to clients through Commonwealth advisors, is a wrap program. In a PPS Select account, each client holds a selection of underlying securities, including open-end mutual funds, closed-end funds, individual stocks, and/or ETFs, in an asset-allocated portfolio. Each PPS Select account consists of a percentage mix of asset classes, composed of domestic and/or international fixed income and equity and alternative asset classes, such as commodities and managed futures. The client’s funds are invested separately by the manager. Target allocations are subject to change.

PPS DIRECT

Pick experienced investment strategists to manage portfolios

Help clients meet their investment objectives by working with well-established institutional investment strategists. By relying on qualified third-party portfolio managers, you can:

  • Save time with the ease of use of a turnkey program

  • Provide clients with access to a broad range of investment choices, using mutual funds, ETFs, individual stocks, and bonds

  • Choose portfolios that account for client risk tolerance, time horizon, and investment objectives

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See why so many financial practices use our investment solutions to grow their businesses and reclaim time.

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