Managed Accounts: Customizable Solutions for your Clients

Choosing to invest in a single account of individual stocks, bonds, cash or other securities may offer the best solution for your more sophisticated investors - delivering strategies designed to help reach their goals.

When you work with Columbia Threadneedle Investments, you partner with a leading global asset management group that provides a broad range of investment solutions. We appreciate the need for you to bring a range of advice and services to your client relationships. We also understand that you have clients with complicated wealth management issues who demand thoughtful, thorough guidance through whatever the market brings. And with nearly 20 years of experience in managed accounts, we have the depth of experience necessary to help you deliver a customizable experience and achieve investment objectives for your clients.

Benefits of managed accounts:

  • Personal support from portfolio management team, providing advisors a deep understanding of investment decisions
  • Transparent, customized reporting of portfolio holdings and transactions, including full disclosure of costs
  • Customized analysis to identify potential tax implications of relocating clients' current holdings
  • Possible tax advantages due to ability to buy and sell investments at the tax lot level

Questions? Contact our separately managed account team about our equity options and other managed account solutions.