Asset Management
What's New In Investments, Funds? – Private Advisor Group
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.
Private Advisor Group
Private
Advisor Group, a US wealth manager, has added three
investment firms’ models to its propriety platform, known as
WealthSuite: Capital Group, Franklin Templeton, and Goldman
Sachs.
The new investment models were available as of October 1.
"These strategists bring distinct portfolio construction methods and asset allocation options that expand the flexibility and customization available to help meet a wide range of client objectives,†James Sullivan, head of advisor advocacy and technology at Private Advisor Group, said.
The firm offers model portfolios aligned to five investment objectives: aggressive growth, growth, growth with income, income with moderate growth, and income with capital preservation. Besides these, there are other models on the platform.
Private Advisor Group launched WealthSuite in October 2022.