SERVICES
Personal Service for Unique Needs
Leerink Swann Asset Advisor Group provides tailored wealth management solutions to assist individuals in meeting their financial objectives. Whether our client's goals are building capital or preserving wealth, our deep understanding of clients and the exclusive insights of our financial advisors help position our clients to achieve their investment goals using plans that match their preferences for asset allocation, portfolio diversification and risk management.
Separately Managed Advisor (SMA) Program
Through the SMA program, clients are able to take advantage of the expertise of both Leerink Swann Financial Advisors and third-party asset managers. We identify the client's needs and objectives and then recommend independent, registered investment advisors who best match the client's preferences and goals. The third-party manager implements an investment program designed to meet the clients objectives, without the high minimums usually associated with asset management. Leerink Swann advisors provide ongoing monitoring of the independent manager.
Mutual Fund Advisor (MFA) Program
The MFA program provides clients access to a wide range of mutual funds to meet their investment goals. Our advisors help clients identify investment objectives and use the investment and healthcare understanding of Leerink Swann and MEDACorp to develop and implement an investment strategy. Ongoing monitoring of the portfolio keeps the investment strategy aligned with the client's objectives.
Advisor Program (Custom Wrap)
The Advisor Program is similar to the MFA program except that client accounts are managed using equities, mutual funds and fixed-income investments. Advisors help clients identify investment objectives, develop an investment strategy and, with client approval, implement the strategy. When constructing portfolios, our advisors allocate funds across different asset classes and securities.