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Comprehensive Product Offerings

Fee-Based Solutions

Fee-Based Solutions

  • Open architecture proprietary advisory platform, powered by Envestnet
  • Financial Planning
  • Direct access to platforms such as SEI and AssetMark as well as boutique managers
Commission-Based Solutions

Commission-Based Solutions

  • Stocks & Bonds
  • Mutual Funds
  • Variable Annuities
  • Alternative Investments

Proprietary Advisory Platform

ESI Illuminations

Client Centered

Our open architecture advisory platform, powered by Envestnet, provides a wide range of managers and over 400 portfolio options.

  • Broad selection of third-party asset managers
  • Representative as portfolio manager options
  • Single Strategist as well as Unified Managed Account options
  • Investment minimums starting at $10,000
  • Separately Managed Account options
  • 30+ managers
  • 400+ portfolios

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