Managed Accounts

Per­son­al­ize an invest­ment port­fo­lio to reflect your finan­cial goals and invest­ing needs with a man­aged account. A man­aged account is a pro­fes­sion­al­ly man­aged, per­son­al­ized invest­ment port­fo­lio tai­lored to your goals, invest­ing affini­ties and unique invest­ment needs. With our guid­ance, you will cus­tomize a port­fo­lio with invest­ment vehi­cles that align with your goals. Through­out the life of your invest­ment, we will mon­i­tor and rebal­ance your port­fo­lio to ensure it remains in tune with your goals and needs.

Take a look at the man­aged account solu­tions avail­able. We can guide you to one that fits your sit­u­a­tion.

Managed Allocation Portfolio (MAP)

Some­times get­ting from point A to point B is as easy as it seems… espe­cial­ly if you have the right map. When the jour­ney involves chart­ing your invest­ment path, we may rec­om­mend MAP – Man­aged Allo­ca­tion Port­fo­lios to help get you there.

MAP empha­sizes asset allo­ca­tion and deter­min­ing an invest­ment mix that pro­vides the best bal­ance for your finan­cial goals. You’ll start with a ques­tion­naire that pin­points your finan­cial goals and invest­ment pref­er­ences then work with us to match your pro­file to one of our mod­el port­fo­lios.

MAP offers a straight path to your finan­cial goals and exclu­sive ben­e­fits to keep you in tune with your invest­ment, includ­ing:

  • Cus­tomized invest­ment mod­els tai­lored to your objec­tives and risk tol­er­ance. Your advi­sor will ana­lyze your per­son­al invest­ment pro­file and rec­om­mend a mix of invest­ments to help you meet your goals.
  • Finan­cial plan­ning ser­vices based on your MAP account type and house­hold account size.
  • One flat fee based on a per­cent­age of your assets. No per-trade com­mis­sions.
  • Peri­od­ic port­fo­lio rebal­anc­ing to keep your mutu­al fund mix aligned with your goals.
  • Online access to your account bal­ance and oth­er account spe­cif­ic infor­ma­tion
  • Con­sol­i­dat­ed state­ment that allows you to mon­i­tor your MAP invest­ment in an easy-to-read, easy-to-access for­mat.