• Discounted fees for advisors that use your models
  • 15 bps for equities (standard fees: 25 bps with breakpoints down to 15 bps)
  • 5 bps for tax-managing mutual funds and ETFs
  • 2.5 bps for managing mutual funds and ETFs in qualified accounts
• No markup of your equity models
• Waiver of SAM’s firm-AUM minimum for advisors using AMPP models for the first year; $1,000 per month minimum thereafter (vs. our standard $2,000/month minimum)
• A branded version of the SAM Advisor Portal
  • for use by your wealth advisors to personalize accounts
  • for use by your sales representatives to demonstrate to wealth advisors how they can access a personalized, tax-optimized implementation of your strategies
• A branded landing page for you to describe your offering
• Marketing support via webinars, brochures, and other collateral

SAM's AMPP enables asset managers to provide wealth advisors:

• a full set of risk-based asset allocation models, with advisors having a choice of ETFs, mutual funds and security-level models in each asset class.
• easy-to-use active and passive (direct index) strategies - as easy for advisors to work with as ETFs.
• ultra-high levels of personalization including ESG, religious-value and security screens, custom product selection and custom cash management.
• tax-optimization, including tax-sensitive transition, year-round loss harvesting, risk-sensitive gains deferral, wash-sale avoidance and optimal tax-lot selection.
• documentation for each investor account of the estimated taxes saved or deferred by SAM's active tax management through our Estimated Taxes Saved or Deferred Report

SAM’s AMPP is simple

• No discretionary responsibility and no sub-advisory relationship 
• No account-size or firm-AUM  minimums 
• No technical lift 
• Simple upload of your allocation and product models
• Compatible with your existing distribution and compensation structures