Private Advisor Group Adds Invesco as Investment Strategist to WealthSuite Platform

Financial Advisors


morristown, new jersey, May 23, 2023 /PRNewswire/ — Private Advisor Group of the nation’s largest and fastest growing independent wealth manager* has announced that global independent investment manager Invesco has joined its investment management platform, WealthSuite, for its latest investment management platform. announced that it has become an investor in Provide strategists to a community of over 750 financial advisors.

Advisors on this platform now have access to the services of BlackRock, Fidelity Institutional Wealth Adviser LLC, Orion Advisor Solutions and WisdomTree, as well as Invesco’s curated investment strategies. Each strategist was selected through a rigorous due diligence process that included evaluating investment management capabilities, technology integration and distribution support.

Since launch October 2022, WealthSuite has increased efficiency for advisors looking to improve the investor experience. Competitively priced, multi-custodian and open architecture platform offers a variety of investment strategies including bespoke mutual funds, ETFs and mixed model portfolios of mutual funds and ETFs, along with individually managed account structures We also offer custom indexing and tax optimization solutions offered through Invesco offers 10 models on its platform across a wide range of investment risk objectives, including exposure to taxable and tax-aware strategies, and active and passive implementations within asset classes. Beyond a set of models, Invesco offers superior advisor consulting services and practice management tools to help advisors better support client relationships. Invesco is available to Advisors holding LPL and Fidelity.

“The WealthSuite platform is a great vehicle for advisors who want to scale their operations, create capacity, and centralize their portfolio management functions,” he said. vern marble, Business Development Director at Private Advisor Group. “The addition of Invesco to our in-house solutions provides advisors with a more curated selection of investment strategies to support their clients’ diverse investment objectives and expand their practice.”

With a focus on providing a differentiated experience for both advisors and investors, Private Advisor Group continually evaluates and expands available solutions.

About Private Advisor Groups

Founded in 1997 morristown, new jersey, Private Advisor Group is one of the nation’s leading financial services firms.Above $25 billion Current assets under management December 31, 2022, the company leverages its resources to deliver strategies that improve financial outcomes for individual investors and stimulate growth, fiduciary compliance, succession and a client-centric approach to the work of independent financial advisors. Barron’s has named Private Advisor Group among the top 10 registered investment advisors since 2019.

*Barron’s “Top 100 RIA Firms” ranking includes regulatory records, customer retention reports, assets under management, revenue generated, technology spending, number of customers, staff size and diversity, succession planning placement, and more. Investor experience and returns are not considered. Neither the Private Advisor Group nor its financial advisors pay Barron’s commissions in exchange for rankings.

Securities offered through FINRA/SIPC member LPL Financial. Investment advice is provided through Private Advisor Group, a registered investment advisor separate from LPL Financial.

Media inquiries:
Siobhan Nolan
J Connelly
[email protected]
862-217-9585

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