Privately Managed Accounts

We provide two Privately Managed solutions to meet the diverse needs of your clients. Each solution has unique features and provides varying degrees of asset allocation, tax efficiency and customization.

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.

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.