Our Partners

Ametrine Wealth Strategies Partners

Osaic Wealth is our Broker dealer that we are affiliated with.

Osaic Wealth's Wealth Management platform (WMP) provides Ametrine Wealth Strategies LLC, with open architectural access to Third-party money managers (TPMMs) , Third-party Asset managers (TPAMs) ,Turnkey Asset Management Program (TAMPs) “Money managers, strategist, institutional Money managers ,Turnkey asset management programs ” that are well known in the investments sector that they specialize in.

Our SMA & UMA are designed with a custom tailor mindset to create the most comfortable fit for your financial situation and at the same time being mindful of the market volatility, the sustainability of investments, the cash flow, the accessibility of funds , the tax management and the legacy part of the equation, etc...

For clients from Osaic Wealth “Our mission is to help your financial professional serve your financial needs by providing them with tools and resources to manage your account and develop appropriate investment solutions based on your goals”

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National Financial Services (NFS)

Have you ever wondered what happens to your funds once you’ve decided to make an investment? Your brokerage account assets are not held at my firm, nor are they held at Osaic Wealth, Inc., They are held at a clearing firm, a separate and independent entity. Accounts are carried by National Financial Services LLC, a Fidelity Investments® company and a Member of NYSE and SIPC.

Through our relationship with Fidelity Clearing & Custody Solutions and its broker-dealer, National Financial Services LLC, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account.

Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, brokerage, investment, and reporting services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices, and wealthy families. The goal of Fidelity Clearing & Custody Solutions® is to help clients ensure that they are always future-ready by providing knowledgeable consulting exceptional people and transformative technology.

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Brinker Capital Investments an Orion Company

Empowering Financial Advisors and Investors

We empower financial advisors with customizable investment solutions that help investors pursue and achieve their long-term goals. Our core investment principles guide what we do every day.

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Envestnet PMC

PMC’s investment programs empower advisors to deliver diversified, risk-managed solutions that are optimized for a broad spectrum of client requirements. At the core of our investment process are deeply rooted principles that provide the framework for building client-focused portfolios to meet long-term investment goals.

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John Hancock Investment Management

Separately managed accounts

Separately managed accounts (SMAs) are designed for high-net-worth individuals seeking tailored investment solutions along with direct ownership of securities. SMAs provide access to institutional-caliber portfolio services across U.S. and international equity, fixed-income, and balanced portfolio strategies—all managed by veteran teams at Manulife Investment Management.

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