No. FocusPoint Solutions is not a TAMP. While we do offer investment management/model portfolios as part of our service offering, we are different from a third-party money manager for several reasons: Advisors who partner with us enjoy a certain degree of flexibility when it comes to portfolio management, and they always have discretion over their clients’ account – which allows them to speak with clients from a “we” versus a “they” standpoint when it comes to money management. We are totally invisible to your clients. We don’t want our name showing up anywhere on your client communications – because you may not want it to, and we want you to have the ability to decide whether and how to disclose FocusPoint to your clients. Everything is private labeled with your firm’s name and/or logo. FocusPoint does not have discretion over your clients’ accounts – you do. Advisors are constantly aware of proposed asset class and style weighting changes and are thus able to communicate more effectively and frequently with clients about the way that their accounts are being managed. Typically our investment committee recommends 6-8 changes a year to our models, including weighting shifts (leans, never leaps) or full-blown mutual fund, ETF, and/or stock changes. For those advisors who choose to utilize and private label FocusPoint’s investment philosophy/model portfolios, we hold an interactive monthly virtual meeting during which monthly and long-term performance is discussed (i.e. which investments contributed to the portfolios’ performance that month and why; what our value-added numbers look like in comparison to the various blended benchmarks; next month’s market outlook, etc.). For these reasons, you will have very good, clean, concise information from which to form an opinion on whether you agree with any changes we may propose. The most important differentiator is, perhaps, that all the systems we have in place were created by advisors, for advisors. We’re not outsiders or industry “experts” trying to figure out your business and tell you what you need. We KNOW what works because we built it for ourselves; now we offer it to you, the truly client-centered advisor. Everything we do is designed with the client (and you) in mind. The investment management piece of our business model is only one part of what FocusPoint Solutions does for partners.