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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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
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.
Transparency: You can see the specific holdings in your portfolio.
Expert Management: You benefit from the experience of professional advisors.
Ready to Start Planning?
Whether you're a seasoned investor or just starting out, we give you the tools, insights, and flexibility to grow your wealth—your way.
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