Our distribution team takes a consultative approach to working with your business, providing guidance and expertise around a broad range of investment and practice solutions.
Elston Asset Management provides a wholesale IMA service for High Net Worth investors. Because it provides for a more bespoke and tax aware approach to investment, this wholesale offering also appeals to Not For Profit organisations.
In addition to our research rated Flagship SMA solutions, Elston partners with select practices to build bespoke SMA solutions tailored to your investment needs.
One of the important ways our experienced distribution team helps advisers and practices to successfully transition to managed accounts, is with a focus on the client experience. We can help with the onboarding process and client education through a variety of resources and technical support.
Philanthropy can be enormously satisfying for your clients. It can bring families together and strengthen the relationship between client and adviser. If you want to learn more about private and public ancillary funds and other forms of structured giving, Susan Chenoweth, our Head of Philanthropic Services can help.