Investment Advisory Services

Our Investment Advisory Services give our clients multiple options on our advisory platform.

We offer both internal wealth management services and access to outside money management services, which allows us to customize our approach based on your needs.

Each of our wealth management clients can choose from the following account types:

  • Internal Managed Strategy – Our programs will utilize several strategies that involve both domestic and international approaches.
  • Outside SMA – A.G.P. has access to hundreds of managers, offering a multitude of strategies to choose from.
  • ETF/Fund Strategy – Our sector-driven, ETF strategies are a low-cost option.
  • Advisor Managed Accounts – Your investment consultant will provide you with fee-based advice and create a strategy tailored to your risk tolerance and investment objective.