Empowering advisers with white-labeled, subscription-based portfolios.
We provide the strategies, trading platform, sales tools and communication publications all under your brand.
You place the trades, retain discretion and stay at the center of your client relationships.
We provide financial advisers access to a series of academically-grounded investment strategies along with a full library of sales and communication tools that can be designed to reflect your brand.
By subscribing to CataSelect you will avoid the fees typically associated with 3rd-party investment managers and stay at the center of your client relationships.
You will be providing your clients world-class investment expertise through our low-cost, subscription-based investment solutions.
We are an experienced team of investment, communications and design professionals all sharing one passion -- to develop practical solutions that help advisers build more profitable and faster growing wealth-management businesses.