Whether your investment objectives include income, growth or a combination of the two, we can help you take a disciplined approach to investing. Our Separately Managed Account division offers both individual and institutional investors an opportunity to benefit from the professional skills of affiliated and external investment managers. And you can do it on a cost-effective basis.
What does a Separately Managed Account mean for you?
With a separately managed account you enjoy the benefit of a comprehensive consulting process.
Your separately managed account is a customized portfolio of stocks and/or bonds and cash that is guided by a professional investment manager. The manager buys and sells stock and/or bonds for your portfolio on your behalf.
Because you directly own the securities within your account, you have the option to specify investment restrictions (e.g., no alcohol or tobacco stocks), and you may request tax-loss selling.
One all-inclusive fee arrangement covers all the services we provide. A portion of the annualized fee, based on the total value of your portfolio, is charged to your account each quarter.
Your Financial Advisor helps you assess your goals, address your financial concerns, and monitor your progress.
How does it help you manage your money?
Why do you need an investment manager?
Basic program comparison.
More answers to your questions.
