- Advisor Discretionary Accounts
- Non Discretionary Accounts
- Separately Managed Accounts
- Mutual Fund Accounts
Separately Managed Accounts
EKR has several individually managed account platforms to choose from using the professional services of Third Party Managers. Or clients can select the DMA platform - one account and multiple managers. Allowable assets can vary. Minimum account balance restrictions apply.
DMA
(Managed by WFA - Wells Fargo Advisors Manager Strategy Group)
Wells Fargo Compass
(Model portfolios managed by ASG – Advisory Services Group)
Private Advisor Network
(Third Party Managers selected by EKR and approved by WFA. Additional fees apply)
Masters
(Over 80 Top professional investment managers)