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Our Product Solutions
“Unique Solutions for Unique Clients”                               

Global Managed Account Platform
AmericaVest is a premier provider of alternative investment solutions. The quality and broadness of AmericaVest’s global management account platform is unsurpassed in the industry.

AmericaVest’s comprehensive range of service and product solutions include:

  • Mutual Fund Advisory Programs
  • ActivePassive Portfolios™
  • Separate Account Programs
  • Unified Managed Account
  • Fixed and Variable Annuities
  • Exchange-Traded Funds
  • Offshore Funds
  • Alternative Investments
  • Hedge Funds
Mutual Fund Advisory Programs

AmericaVest’s mutual fund advisory program is highly customizable. Its flexibility provides the opportunity for our clients to develop the optimal asset-allocation strategy, ensuring that investments are well-diversified and balanced. Changes and trends in the markets are monitored so holdings can be adjusted accordingly. Using the expertise of professional money management advisors, the program allows our clients to:

  • Select or define asset allocation strategy.
  • Select  or define and place restrictions on the mutual fund universe
  • Choose from the entire mutual fund universe available through the custodian.
  • Provide rebalancing and variance tracking to ensure customer accounts to stay on track.

ActivePassive Portfolios

Investment management and research teams have conducted ongoing research on the advantages of active and passive (index-based) investing. A recent study analyzed the historical performance of over 16,000 actively managed investments, representing over $7 trillion in asset value. Leveraging the results of this study and applying a disciplined manager selection process, AmericaVest offers ActivePassive Portfolios. Each Portfolio is comprised of a family of mutual funds, which are invested in a blend of actively and passively (ETFs and index funds) managed strategies … attempting to gain the benefits of both and minimize the challenges of each. These innovative investment models provide a comprehensive and unique solution for clients with various risk profiles from aggressive to conservative.  

Like other managed models, clients benefit from:

Investment management and research teams have conducted ongoing research on the advantages of active and passive (index-based) investing. A recent study analyzed the historical performance of over 16,000 actively managed investments, representing over $7 trillion in asset value. Leveraging the results of this study and applying a disciplined manager selection process, AmericaVest offers ActivePassive Portfolios. Each Portfolio is comprised of a family of mutual funds, which are invested in a blend of actively and passively (ETFs and index funds) managed strategies … attempting to gain the benefits of both and minimize the challenges of each. These innovative investment models provide a comprehensive and unique solution for clients with various risk profiles from aggressive to conservative. Like other managed models, clients benefit from:

Separate Account Programs
Leveraging the best of AmericaVest’s core services, our separate account solution offers clients a premier program with all of the following:
  • Access to world-class investment managers
  • A rigorous investment due-diligence process
  • Sophisticated, timely research support and investment services
AmericaVest’s Unified Managed Account Platform (UMA)
AmericaVest’s expertise in investment management and revolutionary technology enables us to offer a turnkey unified managed account program. Our customized solutions allow us to deliver superior service for the most demanding high net worth clients …
  • A simple, yet sophisticated solution
  • Tax management opportunities
  • Automated rebalancing across multiple products
  • World-class money mangers ü Minimums starting at $250,000
Sustained by our investment management experience and established due-diligence process, the AmericaVest UMA combines multiple affiliated products in one core account: 
  • Multiple investment products including separate accounts, mutual funds
  • Multiple investment styles and investment managers available within numerous model portfolios, standard and tax-sensitive asset allocation models.
  • Overlay management process that allows for one objective overlay team to aggregate investment decisions and act upon unique customer needs
  • Portfolio customization options and tax management opportunities
  • Consolidated reporting and comprehensive asset allocation
Variable Annuity Products

AmericaVest offers clients innovative variable annuity products that have the ability to include a wider range of taxable investments and tax-deferred annuity products within a consolidated portfolio.

Exchange Traded Funds (ETFs)

AmericaVest’s unique investment solutions include a number of ETF program offerings for our clients. Low fees, instant pricing and tax advantages are among the attractions.

Our ETF programs offer:   
  • The trading flexibility of individual stocks, while also providing the diversification and low expense benefits of index funds
  • An additional investment choice in model portfolios or included as an option in the ‘rep-managed’ programs
  • Integration with our mutual fund wrap program.  
Offshore Funds 

AmericaVest runs a number of investment management programs that invest in offshore mutual funds from a broad array of well known fund families. These programs offer an array of investment funds designed specifically for non-citizens and non-residents of the U.S. Non-US investors will enjoy world class reporting and 24/7 access to account information. 
 

Alternative Investments

The revolutionary design and flexibility of the AmericaVest platform allows you to add a range
of alternative investments that meet the needs of our customer base. We will work to add investments that best meet our clients’ needs, including funds of funds and available asset classes.

AmericaVest Report Examples


AmericaVest clients are given frequent information and updates on current holdings and performance. The output available through AmericaVest’s platform includes:

  • Quarterly Reports
  • Portfolio Diagnostic
  • Investment Strategy
  • Account Snapshot

Following is a small sampling of data. These samples reveal pages from AmericaVest’s consolidated quarterly report. Actual reports are customized with each client institution’s specific branding. Financial firms who are potential users of AmericaVest’s services can request a complete review of AmericaVest’s reporting and other capabilities by sending an email to:  info@americavest.net