Turnkey Asset Management Program (TAMP)
We deliver an investment experience through a single, connected platform to help you better serve your wealth management clients. This platform supports independent advisors like you in all aspects of your asset management practice.
What Is Our TAMP?
If you’re working with a broker-dealer or are otherwise unaffiliated with our RIA, our platform lets you enter an institutional relationship with us via a sub-advisory agreement.
You can access our platform, complete with investment vehicles and turnkey asset management programs. These help you strategize and structure a portfolio to meet each client’s unique goals. From technology to full-service investment operations, we provide solutions to efficiently scale your business and protect your most important assets.
Of course, those priceless assets are your time and your clients’ satisfaction.
Your Trusted, Strategic Business Partner
Our full-service TAMP was built to support your entire practice. Here’s what you get when you access it.
A full investment platform, including core strategic models, specialized strategies, and separately managed accounts
Operations support to help scale and grow your business
Technology designed to deliver an integrated client experience
Dedicated business development support for new and existing clients
Access to investment capabilities through some of the world’s largest institutional asset managers
Access Our TAMP Through Prosperity Capital Advisors
If you’re affiliated with Prosperity or our TAMP, our knowledgeable team provides all portfolio management services, enhancing efficiency in your investment advisory business.
Prosperity’s portfolio management and account services include the following:
- Account opening, reporting, billing, and statements
- Portfolio rebalancing and customized tax-loss harvesting
- Advanced portfolio analytics
- Trade and cash management
- Transaction data processing
- Custodial relationships with Schwab and Fidelity
- Performance reporting from Orion
Additional Operational Resources
Cash management vehicles
We’re versatile enough to hold an individual sleeve of cash for a client to accommodate distributions, invest with dollar-cost averaging, or use cash enhancement products and investment vehicles.
Unmanaged accounts
If your client has a portfolio they want to move over while retaining certain legacy positions, bring that money over. We’ll hold it in the overall account while sleeving it out into an unmanaged position.
Insurance products
As part of our commitment to holistic wealth management, we also offer variable annuities and indexed annuities. They’re available to Prosperity-affiliated investment advisor representatives and our independent RIA partners through an institutional relationship.
Partner With Us
Access innovative tools, educational resources, and specialized training through an affiliation with Prosperity Capital Advisors. These tools can help you gather more assets under management and position portfolios as part of a holistic financial plan.
If you’re not joining our corporate RIA, schedule a call to learn more about how you can benefit from our TAMP platform.
