> ## Documentation Index > Fetch the complete documentation index at: https://docs.endaoment.org/llms.txt > Use this file to discover all available pages before exploring further. # Advisor Managed Portfolios > Separately managed accounts for DAF assets, traded by an advisor. # Advising Client DAF Assets Advisor-managed portfolios allow you to manage your clients' portfolio positions on your own platform with a separate account for each DAF. ## Automatically Set Up In most cases, new advisor-managed DAFs are automatically configured with: * **100% Allocation**: Assets initially allocated entirely to your management * **Shell Account Creation**: Dedicated accounts at your existing broker-dealer * **Platform Integration**: Seamless management through your current trading system * **Custom Fee Structure**: Ability to configure your own management fees within the AMP setup ### Automatic Setup Process **For Established Advisor Partnerships:** 1. **Client Onboarding**: New DAF created through advisor referral process, see @onboarding-process. 2. **AMP Configuration**: System automatically creates Advisor-Managed Portfolio allocation 3. **Shell Account Setup**: Dedicated custodial account established at advisor's broker-dealer 4. **Access Provisioning**: Advisor receives management access and reporting capabilities 5. **Initial Funding**: Client donations automatically flow to AMP for advisor management ## Requesting a Portfolio If setting up an AMP was not automatically configured, the donor can request a portfolio from their fund page by clicking the `Request Advisor-Managed Portfolio` button and completing the form. The advisor may also [reach out to us directly](mailto:admin+advisor-managed-portfolio@endaoment.org) to request a portfolio. See below for a video demonstration of how to request an Advisor Managed Portfolio.