TAMP Strategist

 

Rareview Capital is a Third-Party Asset Management Platform (TAMP) Strategist.

 

We deliver goal-oriented, professionally constructed, monitored, and managed model portfolios.


 

Are you an investment advisor looking to:

#investing

Simplify and de-risk your practice?

Free up time to grow your business?

Attract and keep more sophisticated clients?

 

Our products are designed for Registered Investment Advisors who prefer utilizing full-time investment managers that offer portfolio models for a wide range of investors; Financial Advisors or Broker-Dealers looking for specialized income solutions or tax-advantaged strategies.

 

Let us do the work for you. Leverage our portfolio construction for managed strategies!


 

We are pleased to be included as a “TAMP Strategist” in America’s Best TAMPs by Wealth Advisor! This year’s edition is filled with helpful information on the TAMP industry. Read more about Rareview Capital on pages 28 and 74.

 

 

Rareview Capital LLC (“RVC”) is an SEC-registered investment advisor. The Wealth Advisor, TheWealthAdvisor.com and The Wealth Advisor e-newsletter (TWA) are not affiliated with any of the providers in the report. RVC makes no representations or warranties of any kind regarding the content of America’s Best TAMPS 2021 or any products or services described herein, including any warranties, express or implied, as to the accuracy, timeliness, completement or suitability of such content or products and will not be liable for any damages (including, without limitation, damages for lost profits) which may arise from the use of any participating provider’s services. RVC paid a sponsorship fee to TWA to be included in this report. TWA commissioned an independent survey of its registered subscribers in December 2020. The survey was designed to uncover advisor familiarity and attitude toward various TAMP platforms. The findings presented are based on aggregated responses and reflect relative brand penetration, as well as user satisfaction and quality of experience.

 

Schedule an analysis of your client’s portfolios and let us show you how adding one of our investment strategies could improve the overall risk-return profile.

 

Free Portfolio Assessment

Please contact us for a list of platforms where our model portfolios are readily available.

 

Contact Us