Advisory Products offered by Monere Wealth Management, Inc.

• The Portfolio Allocation Advisor Program is for investors who seek to invest in multiple asset classes in one comprehensive account. This program is managed by your Wealth Advisor. The minimum to open this account is $50,000.

• The Portfolio Management Masters Program offers access to select investment portfolio managers that manage million-dollar- plus accounts for those with as little as $100,000. This program requires that a full discretion be given to an outside portfolio manager(s). Under this program you can have one, or several Separately Managed Account (SMA) portfolios.  

• The Directions Program is for clients seeking a professionally managed mutual fund advisory program. Directions' clients may select from a number of pre-defined discretionary managed mutual fund or ETF portfolios. You can also customize an allocation using Russell Funds models. The minimum to open this account is $25,000.

• The Personal Investment Manager (PIM) Program provides clients with selected Financial Consultants of MWMI who will develop disciplined portfolios based on certain established PIM guidelines and the client’s investment objectives and individual needs as established in investment portfolio and strategy criteria. The minimum to open this account is $250,000.