A la carte Menu
Ethan Anderson, the Chief Investment Strategist of C-PAS, spearheaded the work
done on the selection of managers that are available on the platform. The
managers represent the a la carte portion of C-PAS. Advisors can pick and choose
among the managers when designing an investment portfolio. The percentages
allocated to each manager in a portfolio are entirely determined by the advisor.
Over thirty-five investment strategies are available on the platform.
Additionally, all exchange traded funds can be purchased through the platform.