TOPS® offers individuals client investment solutions through Separately Managed Account (SMA) solutions known as TOPS® SMA’s. TOPS® SMA’s provide the opportunity for high net worth clients, endowments, retirement programs, and trustees to have an individual account managed by TOPS®. TOPS® SMA’s are available for custody at Charles Schwab, TD Ameritrade and Pershing.
The TOPS® SMA program employs a multi-step detailed approach in the selection of investment opportunities for the portfolios, starting with strategic portfolio allocations driven by the TOPS® Portfolio Management Team. The TOPS® Portfolio Management Team utilizes a proprietary process to continually manage investment allocations.
For more information please call ValMark Advisers, Inc.