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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.
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* Advisory services offered through C-PAS, an SEC Registered Investment Advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.
 
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