Carson Institutional Alliance

Make our advantage yours through the CIA co-branded iPad app. Alliance Partners have full access to Carson Institutional Alliance’s time tested investment processes and strategies, research meetings and documents, portfolio performance data and transparent communications to serve their clients.

Now, advisors have the ease and scale of delivering industry leading information with one-touch access to educate and serve their clients.

Carson Institutional Alliance Portal for iPad:

PASSWORD PROTECTED FEATURES

INVESTMENT STRATEGY TRANSPARENCY
- Open access to portfolio investment strategies, investment holdings and all trading and investment decisions.
- Trade Notifications are available after trades occur detailing the trade rationale, theme and allocation for each position.

INVESTMENT COMMITTEE MEETINGS
- Participate in real-time or listen to recordings of Carson Institutional Alliance research meetings. Each day of the week, the theme is centered around the 4-Step Investment Process: Macro Monday, Technical Tuesday, Wealth Enhancement Wednesday and Thorough Thursday.

INVESTMENT STRATEGY PERFORMANCE DATA
- Access strategy-specific performance data in a compliance-approved format to share with clients.

INVESTOR MATERIALS
- One touch access to Fact Sheets, Investor Letters and Investor Presentations to assist you in adding value to your clients.

CO-BRANDED COMMUNICATIONS
- Provide your clients with full and open access to transparent communications anytime, anywhere. Our co-branded communications allow advisors to be at the forefront of the rapidly evolving investment industry.

Gain access to increased transparency, communication and a time-tested process for your clients.

Investment advice offered through CWM, LLC, a registered investment advisor. By accessing and/or using the Website, and the information, content, forms, photographs, graphics, software or other products or services available by or through this App (the “Content”), you acknowledge that you have read and agree to be bound by the Terms of Use (the “TOU”). If you do not agree to the terms and conditions contained in the TOU, you agree not to use the services, and we do not consent to provide you with access to the services. Content accessed through the App does not constitute investment advice or recommendations as to the suitability of any specific product or security. All Content is provided for your convenience and information only and no such Content shall constitute an offer to sell or a solicitation of an offer to buy any security. We reserve the right, at any time and in our sole discretion, without prior notice to you to change, suspend, or discontinue all or a portion of the Content.