Investor Benefits

• Active account management tailored to specific investment goals, risk tolerance and time horizon with the ability to exclude certain types of investments.
• Day-to-day portfolio monitoring and refinement as market conditions change.
• Regular performance reporting and recordkeeping.
• Strategic tax planning capabilities, such as flexibility to offset capital gains with losses.

Advisor Benefits

• Upgrade your client profile by attracting affluent investors with quality, customized products and service.
• Leverage your time. Let the money manager execute trades and perform research.
• Annuitize your business and establish an ongoing stream of income.
• Extensive due diligence is done for you

Learn more about the Managed Account products.