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Introducing the 3 essential components of a profitable wealth management business


A tailored menu of powerful investment options

Our carefully selected menu of investment strategies, 16 in total across 3 methodologies, provides you the flexibility to meet nearly every client need.  And it's easy for your to use, freeing up precious time to work with clients and prospects.

From simple portfolios to sophisticated investment plans, each of the strategies can work on a standalone basis or as part of a more complex solution.


Resources to engage prospects and maintain client relationships

Highlight Your Brand: In an increasingly crowded marketplace, maintaining a distinctive and differentiated identity is critical.  Maintain the look and feel of your brand with the CataSelect white-labeled sales and communication resources.

Communicate and Engage: Set yourself apart with our timely communications that help put clients' performance in context and maintain their confidence in their investments in all market environments.


Low cost investment solutions that enhance your competitiveness and profitablity
  • Two pricing plans available
  • $399 - $499 per month
  • Simple, transparent pricing
  • Flat monthly fee
  • Cancellation with only 30 days notice
  • Exclusively use non-proprietary products
  • $0 revenue share with ETF manufacturers

The CataSelect subscription model is offered at a low fixed monthly cost paid for by you, the adviser.  The benefit to you is the ability to build a more profitable business in which your investment costs don't increase as you grow.  What this means to your clients is a lower cost investment solution that helps their wealth grow over time to meet their planning goals.  It is a true win/win.

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