Managed Accounts

    Professional Management.
    Personal Control.

    A managed account is a portfolio of financial securities, such as stocks and bonds, that a professional asset manager supervises on behalf of an investor to achieve specific investment objectives. The manager handles trading and investment decisions, creating a personalized and disciplined investment approach.

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    Key Characteristics

    Professional Management

    An expert financial advisor, or team, actively oversees the portfolio, making all investment decisions based on your financial goals.

    Direct Ownership
    You hold the underlying securities (stocks, bonds, etc.) directly, not shares in a pooled fund like a mutual fund or ETF.
    Customization

    The account can be tailored to your specific financial situation, risk tolerance, and investment objectives.


     

    Transparency

    You have direct insight into the specific assets held in your portfolio.

    How it Works

    1. Define Goals

    You work with an advisor to establish your investment objectives, risk profile, and time horizon.

    2. Portfolio Creation

    The advisor designs and builds a portfolio of individual securities (stocks, bonds, etc.) that aligns with your goals.

    3. Ongoing Management

    The advisor actively monitors the portfolio, making trades and adjustments to maintain alignment with your investment strategy and navigate market changes.

    4. Reporting

    You receive regular reports detailing the portfolio's performance, holdings, and activity.

    Benefits

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    Personalized Strategy: Investment decisions are customized to your specific needs.
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    Tax Efficiency: You may gain tax advantages, such as tax-loss harvesting, since you directly own the securities.
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    Transparency: You can see the specific holdings in your portfolio.
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    Expert Management: You benefit from the experience of professional advisors.

     

     

     

     

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