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iSectors® ETF investment allocation models are available to registered investment advisors with an RIA and/or dual RIA/BD designation.  

iSectors models are available through multiple asset management platforms (TAMPS):

  • Adhesion Wealth
  • Envestnet
  • Eqis
  • Folio Institutional
  • LPL (SAM) (MS) & (MAS)
  • Matrix
  • Mid-Atlantic
  • Orion
  • PCS 401K
  • TD Ameritrade MMC
  • TD Ameritrade UMAX
  • Schwab Advisor Center
  • SMArtX

These platforms have an extensive reach, and many advisors already have access to iSectors models through either a direct or indirect relationship with one of these platform providers.

How to open an iSectors® account:

For immediate access, go to the “Login/Register” (forest green) button on the top right corner on the website navigation menu, then choose the “Register Tab” on the maroon box that pops up.

  1. Note: Your iSectors®account is not considered open and investment management fees will not begin to accrue until all paperwork has been processed, your account has been accepted, funded, and trading has commenced. Upon receipt of your registration, Scott Jones or a member of the iSectors® team will contact you within 24-48 hours (one business day).

If you have any questions, or you would like more information on iSectors, please review this website, call Scott Jones: 1.800.869.5184 and/or send an email to [email protected]. We will be happy to walk you through a demonstration of our proposal generation and reporting system, as well as establish an agreement with your firm.

To request a hard copy of the iSectors Client Information Form, send an email to [email protected] or call 1.800.473.2867 ext. 111.

To review our Privacy Notice, click here. Please be assured your personal information will be kept secure and confidential. The personal information you provide on the Client Information Form will be used only to accomplish the opening of your iSectors account and to facilitate the service we provide to you. Your personal information will never be sold or disclosed to any non-affiliated third-party.

Information pertaining to advisory operations, services, and fees is set forth in iSectors’ current disclosure statement (Form ADV Brochure, Part 2), a copy of which is available upon request. Please email us a request that includes your name, address, phone number and email address to [email protected] We will email an electronic copy to you in PDF format unless you specifically request that we mail you a written copy.

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