| FDx Advisors brings together institutional quality manager research services, investment consulting services and discretionary investment solutions that enable you to successfully establish and sustain an open-architected wealth management program. FDx Advisors excels in delivering sophisticated investment programs with a simplicity that frees your advisors to focus on quality of the client solution and growth of your business. |
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| Services, available in any combination, include: |
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| Full overlay management |
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| Proposal generation and planning tools |
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| Asset allocation |
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| Manager selection |
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| Portfolio construction |
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| Rebalancing |
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| Independent manager research and due diligence research services |
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| SMA/UMA manager access and contracting services |
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| Advisor searches including large case support |
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| Unified Management Household (UMH) capabilities |
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