Wealth Management
Building Wealth Is Only Half the Battle
Our professionals understand that investors must consistently address the complex requirements of managing their wealth. With access to all major U.S. exchanges and over 30 global markets, we customize our approach around your needs.
$1B+
Net Asset Inflows in 2025
Across advisory, brokerage, insurance, & alternatives
30+
Global Markets
Plus all major U.S. exchanges
250+
Financial Professionals
Nationwide, independent platform
Investment Advisory
Multiple Options
One Platform
Our Investment Advisory Services give clients multiple options on our advisory platform. We offer both internal wealth management services and access to outside money management, allowing us to customize our approach based on your needs.
Strategy 01Internal Managed StrategyDiscretionary ETF model portfolios built in-house by our CIO and investment team.
A.G.P.'s internal managed strategy is built on models developed in-house by our CIO and investment team. The framework applies a top-down macroeconomic lens, incorporating indicators such as monetary policy, valuation dispersion across asset classes, credit conditions, and market volatility to inform portfolio positioning. Rather than relying on static asset allocation, the strategy is designed to adjust exposure as economic and market conditions evolve. This process reflects our team's ongoing research and monitoring of macro and market data, and is intended to support disciplined, evidence-based decision-making across changing market environments.
Available ETF Model Portfolios
Alliance Global ETF Model — Conservative
Lower RiskEmphasizes capital preservation with a higher allocation to fixed income and lower-volatility equity strategies.
Alliance Global ETF Model — Moderate
Moderate RiskBalanced approach with diversified equity and fixed income exposure designed for steady growth with managed risk.
Alliance Global ETF Model — Aggressive
Higher RiskGrowth-oriented allocation with a higher equity weighting, designed for investors with longer time horizons.
Alliance Global ETF Model — Moderately Aggressive
Elevated RiskBlends growth and balanced strategies, tilting toward equities while maintaining selective fixed income diversification.
Strategy 02Outside SMAAccess to separately managed accounts from hundreds of outside money managers.
Our clients have access to hundreds of outside manager firms and thousands of strategies through our separately managed account (SMA) platform. We carefully vet and curate managers across asset classes, investment styles, and market capitalizations, allowing us to build a portfolio tailored to your specific objectives. Whether you're seeking growth, income, alternative exposure, or specialized sector expertise, our platform provides the breadth and depth to match the right manager to the right strategy.
100s
Outside manager firms available
1,000s
Strategies across asset classes
Strategy 03Alternative & Private InvestmentsHedge funds, private equity, and private real estate for eligible investors.
Available to accredited investors and qualified purchasers only
Our firm offers accredited investors and qualified purchasers access to a range of alternative and private investment opportunities, including hedge funds, private equity, private real estate, and other non-traditional strategies, through carefully selected private placements. These investments are designed to provide potential portfolio diversification beyond traditional public markets and are available only to investors who meet applicable eligibility requirements.
Hedge Funds
Access to hedge fund strategies pursuing returns across varied market conditions.
Private Equity
Access to private company investments and private equity fund opportunities.
Private Real Estate
Diversification through private real estate placements and property strategies.
Non-Traditional Strategies
Alternative approaches designed to reduce correlation to public market volatility.
Important Risk Disclosure
Because alternative and private investments are typically illiquid, involve a higher degree of risk, including the possible loss of principal, and are subject to limited regulatory disclosure compared with publicly traded securities, they may not be appropriate for every investor. Any investment is made solely pursuant to formal offering documents.
Strategy 04Advisor Managed AccountsCustomized, discretionary portfolios managed by your dedicated financial advisor.
For clients who prefer a hands-on, relationship-driven approach, our Advisor Managed Accounts give your dedicated financial advisor the discretion to build and manage a customized portfolio tailored to your individual circumstances, goals, and risk tolerance.
Personalized Allocation
Portfolio built around your specific goals, income needs, and time horizon.
Direct Advisor Access
Ongoing communication and strategy adjustments with your dedicated advisor.
Tax-Aware Management
Investment decisions made with consideration for tax efficiency and cost basis.
Fully Customizable
Flexibility to incorporate individual securities, ETFs, and other holdings as needed.
Platform Overview
Institutional Wealth Platform
Global Markets
Global Market Access and Foreign Exchanges
Your advisor trades across all major U.S. exchanges and more than 30 global markets. Domestic and international securities, currency conversion, and foreign settlement are handled through a single relationship, so exposure outside the U.S. does not mean an additional account somewhere else.
All major U.S. exchanges, plus 30+ global markets
Domestic and international securities in one account
Currency conversion in 16 currencies, plus foreign settlement
DVP services and multi-currency reporting
Currency Conversions
16Trades in international markets settle in local currency and convert back to your base currency through the same account.
International Markets
Plus all major U.S. exchanges
Exchanges listed
Americas & Asia-Pacific
Western & Northern Europe
Southern & Eastern Europe, Africa
Market availability varies by product, account type, and eligibility. Trading in foreign securities involves additional risks, including currency fluctuation, differing regulatory and disclosure standards, and lower liquidity.
Fixed Income
Insight-Driven Fixed Income
A.G.P.’s Fixed Income services utilize resources, including analytics and business intelligence, that provide valuable insight to assist in your decision-making.
Simple navigation and portfolio management
Easy access to advanced functionality
Advanced portfolio construction and management
Retail Services
Access to Every Major Market
Our Retail Services include access to trading throughout all major U.S. exchanges, as well as foreign exchanges. Your advisor draws on both internal and external research across a full universe of products:
Insurance
Protecting What You’ve Built
A portfolio can be diversified and disciplined and still leave a family exposed. Working with 25+ top-rated carriers, our advisors coordinate insurance directly with your investment and estate plan — closing gaps that markets alone can’t cover.
Life Insurance
Income & Legacy Protection
Term, whole, and universal life structures sized to replace income, settle obligations, or preserve wealth for the next generation.
Long-Term Care
Guarding Against Care Costs
Coverage designed to keep an extended care event from drawing down the portfolio you’ve spent years building.
Annuities
Guaranteed Income
Fixed, indexed, and variable annuity strategies that convert savings into predictable income and help manage longevity risk.
Business & Estate
Continuity & Transfer
Key-person, buy-sell, and estate liquidity coverage that protects a business through transition and supports an orderly wealth transfer.