Separately Managed Accounts
A separately managed account is a customized investment vehicle designed to focus on your investment needs and managed by a professional investment manager. Typically, separately managed accounts are best suited for investors with considerable assets who require investment flexibility and the expert guidance of a financial consultant.
A single asset-based fee covers all of the managed account services. The fee-based arrangement allows financial consultants to develop individual plans that focus on their clients’ total financial picture and directly ties their incentive to the clients’ overall performance.
Investment Minimum - $250,000
Why Consider a Separately Managed Account?
Affluent investors and financial consultants are becoming increasingly attracted to separately managed accounts because of the special advantages they offer. They provide wealthy investors like you the opportunity for personalized tax management and access to services that are typically reserved for large institutions. Individual ownership of the portfolio’s securities can offer tax advantages not available through a mutual fund.
Key Features of Separately Managed Accounts
Portfolio Customization. Accounts can be customized to your unique investment needs—focusing on your risk tolerance, savings goals and tax concerns. Additionally, you may transfer securities in kind and restrict purchases of securities or classes of securities (such as tobacco stocks, alcohol stocks) that do not meet your personal needs.
Tax Advantages. A separately managed account permits personalized tax management of your investments and the flexibility to limit your tax exposure through tax-loss harvesting.
Professional Management. Individual accounts are managed by experienced investment managers who will work with your financial consultant to customize a portfolio to your investment needs. Managers buy and sell securities on your behalf, based on your stated investment strategy.
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