We do not have any proprietary products and do not encourage our financial consultants to recommend one program over another – that means our financial consultants can focus solely on providing you with objective advice you need to help you meet your financial goals.

Among the money management firms with whom we are partnering are the following:

• Confluence Investment Management
• Ibbotson Associates, an affiliate of Morningstar Investment Services
• Laffer Investments
• Russell Investments

Currently, we offer the following advisory programs:

• Benjamin F. Edwards Mutual Fund Portfolios
• Benjamin F. Edwards Custom Mutual Fund Portfolios
• Russell Model Strategies
• Benjamin F. Edwards Exchange Traded Fund Portfolios
• Benjamin F. Edwards Separately Managed Portfolios
• Benjamin F. Edwards Client Portfolios
• Benjamin F. Edwards Private Portfolios
• Lockwood Asset Allocation Portfolios
• Lockwood Investment Strategies

Our fees for our advisory accounts are based on the market value of the assets under management and are calculated on a quarterly basis. If you would like more information concerning our advisory programs, our fees, or account minimums, please contact your financial consultant.