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MPA and Pershing team with Securian to launch Securian One unified managed accounts

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Managed Portfolio Advisors (MPA), a San Francisco-based affiliate of Natixis Global Asset Management, and BNY Mellon’s Pershing, have collaborated with Securian Financial Group to launch a Unified Managed Account program called Securian One.

Securian One, which was custom-built for Securian’s investment advisory practice, combines MPA’s overlay management services and tax management capabilities with Pershing’s technology platform, which offers both custodial and managed account support.
 
The overlay management techniques implemented by MPA are intended to harmonise an investor’s separately managed account strategies and other investment vehicles. Overlay management coordinates the implementation of multiple investment strategies or disciplines within a single account while ensuring the account remains aligned with a prescribed asset allocation.
 
“We’re excited that our relationship with Pershing made it possible to deliver another level of customisation to Securian’s adviser base,” says Curt Overway, President of Managed Portfolio Advisors. “With the launch of Securian One, advisors have greater access to a suite of asset allocation models and an enormous amount of flexibility in choosing mutual fund and ETF options for client portfolios.”
 
Commenting on the Securian launch, Rob Coira, Director of Product Development for Pershing’s managed investments business, says: “We are focused on bringing to market new solutions that will increase efficiencies and reduce operational challenges associated with managing diverse portfolios. Securian One does that by delivering a highly customised solution that helps advisors address complex investor needs and better manage investment objectives.”
 
“Securian One was developed exclusively for the 1,200 financial advisors of the Securian Financial Network, giving them a customisable tool to better service affluent clients with sophisticated investment needs,” says George Connolly, a senior vice president with Securian Financial Group and the president of its broker-dealer affiliate, Securian Financial Services. “Based on the reception Securian One has received in the field thus far, it’s clear that this tool is valuable to both advisers and clients.”
 
The Securian One launch follows a recent announcement in April 2017 that MPA and Pershing have worked together to deliver customised Unified Managed Account solutions to their clients. The agreement unites MPA’s overlay management services – including separate account implementation, tax optimisation, tax management overlay, trade execution, drift monitoring and portfolio rebalancing – with Pershing’s technology platform, which offers a range of tools, such as client profiling, proposal generation, asset allocation, model creation, reporting and account opening, as well as maintenance capabilities.
 

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