PCS Money Manager

Clients have the luxury of working with professional investment management tailored to their personalized strategy with Ridge Clearing's Advantage Portfolio Management Program. By partnering with Boston-based Fund Quest, Inc., a recognized provider of innovative Web-advisory solutions, WallStreet*E’s PCS division is able to provide you with a cost-effective way to participate in the managed assets arena. The Advantage Portfolio Management Program combines the benefits of fee-based professional money management with the latest Web-based financial services technology.

The Advantage Portfolio Management Program gives you the flexibility of deciding how much involvement to take in the management of your portfolio. The program currently includes two products:

Mutual Fund Advantage (MFA) is a professionally managed mutual fund wrap account in which Fund Quest actively manages the portfolio. The funds are selected from Ridge Clearing's universe of NTF and load-waived funds.

Separate Account Advantage (SAA) is an advisor- and investor-driven separate account program in which you have access to the top money managers in the country. Fund Quest acts as the registered investment advisor for the program and is responsible for screening, selecting, and monitoring its managers.

The Advantage Portfolio Management program offers a professional, customized investment strategy designed for the individual investor. The program offers six risk-based models. Models for investors requiring tax sensitive investing are also available. By combining the expertise of Fund Quest’s money managers with proven disciplined investment processes and cutting edge technology, Fund Quest prepares a customized asset allocation plan based on the investor’s goals, time horizon and risk tolerance.