Learn more about managed accounts ("Wrap accounts")

Managers provide your clients with:

• Day-to-day portfolio monitoring and refinement as market conditions change
• Regular performance reporting and record keeping
• Active account management tailored to your clients' specific investment goals, risk
   tolerance and time horizon

The Vantage Advisor Group managers will work with you to develop a written statement of your clients' investment objectives including:

• Retirement
• Education
• Income
• Wealth Preservation
• Wealth Transfer

Vantage Advisor Group brings together some of the nations best investment managers in one place, including:

• Advisors Capital
• Clarke Lanzen Skalla
• Heritage Capital
• QMA Investments Management
• USA Wealth Management, LLC

Managed or Wrap accounts offer brokers and managers a steady stream of fees regardless of the market climate. Since managers are compensated on a fee only basis, clients, brokers and managers share common performance goals. Managers have every incentive to strive and achieve the highest portfolio return - consistently. The perfect win-win combination for both client, broker and manager.

As assets grow, so do the personal incomes of wrap-orientated managers. Managed or Wrapped Accounts are among the best risk management tools available to brokers whose incomes are typically dependent on the "hottest" product or the "highest" commission.
Managed accounts allow brokers to focus on portfolio performance and relationship management instead of commissioned sales, leaving managers to focus on:

• Managing downside risk
• Better performance
• Improved Tax Efficiencies

Vantage Advisor Group account managers provide brokers with:

More investment strategies - Help your clients choose from more than 1,400 mutual funds and variable annuities from more than 20 leading fund families.

The Advisor Review InstaQuote Manager Search System® provides brokers with a quick, simple and cost-free process to request multiple proposals from qualified wrap managers who meet your clients' investment needs.

Within 2 business days you will receive 3-5 management proposals from qualified wrap managers providing:

• Objective recommendations - Each wrap manager will begin by assessing your clients' investment objectives and goals. They will then use this information to recommend a proprietary investment strategy that meets your clients' financial objectives.

• Free transfers - The Advisor Review only chooses managers that have stellar    performance and minimize trading expenses. One such methodology is to use a tax    deferred wrapper as a vehicle to manage money. Variable annuities allow managers to    move from fund to fund, even across fund families, without paying a sales charge.

• Quarterly performance reports - Regular, comprehensive reports make it easier to track    your clients' investment progress.

• Automatic rebalancing - Upon request, your wrap managers will automatically rebalance    your clients' portfolios to help make sure they remain appropriately allocated.

• Annual Fee Fund Service - Most wrap managers provide a single annual fee based on the    market value of a clients' account.

Lower costs and expanded features make wraps an increasingly popular way to get professional portfolio management.