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Privately Managed Account Solutions
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In a privately managed account, your clients directly own the individual securities that comprise their portfolio. You select a Portfolio Strategist to construct an asset allocation appropriate for your client’s goals and risk tolerance, and then you select a specialized Investment Management Firm to implement investment decisions in a portfolio customized specifically for your client.

We provide two Privately Managed Account solutions to meet the diverse needs of your clients. Consolidated Managed Accounts offer and efficient and cost effective way to coordinate multiple, style specific investment portfolios into a single account. Privately Managed Portfolios provide the highest degree of customization and flexibility to meet specific needs and objectives.

 

  

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KEY BENEFITS INCLUDE:

Customization

A privately managed account provides complete portfolio customization, taking into account existing securities in a portfolio, or excluding certain industries that may be found objectionable.

Tax Efficiency

The cost basis of a privately managed account is controlled by the investor, so the selected Investment Management Firm can pursue a range of tax management strategies to address specific tax considerations.

Transparency

Privately managed accounts provide “transparency,” or complete knowledge of every security held in the portfolio. This promotes greater ongoing understanding of the selected investment strategy.

PRIVATELY MANAGED ACCOUNT SOLUTIONS -
INVESTMENT MANAGERS

Portfolio Strategists Investment Managers
Callan Associates (Strategic)
Litman/Gregory Asset Management (Tactical)
PanAgora Asset Management (Tactical)
 Best of Class Investment Managers include:
Adelante Capital Management
Advisory Research, Inc.
Atlanta Capital Management
Clay Finlay, Inc.
Copper Rock Capital Partners
Davis Advisors
ING Investment Management
NFJ Investment Group
Nicholas-Applegate Capital Management
Nuveen Asset Management
Oppenheimer Capital, LLC
Parametric Portfolio Associates
PIMCO
TCW Asset Management Company
Wellington Management Company, LLP

Custody & Trading Options
Fidelity Registered Investment Advisor Group
Genworth Financial Trust Company
Pershing Advisor Solutions
Schwab Instutional (IMA only)
TD AMERITRADE

Minimum Investment
$100,000 (IMA only)
$500,000 (CMA only)
$5M (Privately Managed Portfolios only)