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Strategic Portfolio System™
Financial Advisors

Superior portfolios for all clients,
in a fraction of the time and cost.

Finally, a scalable way to manage household portfolios. For the first time, investment advisors can provide high-end service to all clients every day, in a fraction of the time and cost.

How? By using our Strategic Portfolio System™. With SPS you’ll no longer need to monitor portfolios, manage taxes, rebalance, trade, or do asset allocation, customization, or compliance one portfolio at a time. SPS automates the delivery of all these advanced services across your client base, and keeps you in control. You make the strategic decisions, and SPS takes care of the details.

Best of all, your clients will have good reason to transfer all their family’s accounts to you because you will be the only asset manager who can truly manage — not just report — their accounts as a consolidated household.

SPS will take your practice where you want to go.

» Learn More About the Strategic Portfolio System™

The Innovators at MyVest

Charlie Haims

Charlie Haims

Vice President, Marketing

Mr. Haims' career has spanned marketing, product management, and design in online investing and banking at DLJdirect, E*TRADE, Schwab Bank, and Financial Engines.

» Meet our Management Team

What's a UMH?
See MyVest Vice Chairman live interview
at Tiburon CEO Summit XXII

» News and Product Updates

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