Sub-Advised Portfolios

Low-Cost, Low Entry Managed ETF Portfolio Solutions



IC Advantage Portfolios is a low cost, low entry third-party managed solution providing access to models from some of the industry's top asset managers. Through IC Advantage Portfolios, you can provide your clients with access to fully managed portfolios from managers including Russell, Vanguard, Blackrock, and Lockwood.



Through IC Advantage Portfolios, you can access models created by BlackRock, Russell Investments, Vanguard, and Lockwood's Wealthstart. Each strategist provides research models managed and rebalanced by Pershing Managed Investments on an ongoing basis.