Managed Account Program

Contact Information:

J. Christian Feduchak, Partner, Director of Managed Account Programs
(513) 325-8655
cfeduchak@toddveredus.com
AL, AK, AZ, CA, CO, FL, GA, HI, ID, LA, MS, MT, NV, NM, NC, OR, SC, TX, UT, WA, WY

Christopher A. Bennett, Regional Director of Managed Account Programs
(502) 417-3042
cbennett@toddveredus.com
CT, DC, DE, IL, IN, KY, MA, MD, ME, MI, NH, NJ, NY, OH, PA, RI, TN, VA, VT, WV

Currently, we are participating with the following firms:

• Adhesion Wealth Advisor Solutions, Inc.
• Advisorport, Inc.
• Capital Analysts Incorporated
• Charles Schwab & Co., Inc.
• Clearbrook Financial
• Cleary Gull
• Edward D. Jones & Co., LP
• Envestnet Asset Management
• Fidelity Brokerage Services
• 1st Global Advisors, Inc.
• FolioDynamix
• FundQuest Incorporated
• Lockwood Advisors, Inc./Pershing
• LPL Financial Services
• Placemark Investments, Inc.
• RBC Wealth Management
• Robert W. Baird & Co.
• Stifel, Nicolaus & Company

Marketing Materials

Large Cap Equity SMA Flyer
Todd's Perspective
Market Review

Available to Broker/Dealers only, by Request

Large Cap Equity SMA Brochure
Separately Managed Accounts Flyer
Cost of Ownership Flyer
Talking Points
Charts of Interest