Asset Management Services

THIRD PARTY MONEY MANAGER

Click here for PVI Model Portfolios - PDF

PVI offers other RIAs and Broker-Dealers a fully outsourced separate-account model management platform designed to help advisors provide sophisticated yet cost-effective, portfolio management solutions to their clients. Advisors have the ability to offer ETF and Mutual Fund based model portfolios in an extremely efficient and cost-effective way through two of our custodians, TD Ameritrade and Charles Schwab.