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 clients. With over 20 years of experience in managed accounts, our expertise can help you deliver a customizable solution to achieve your clients' goals.

Tap into our:

Investment
Expertise

Support from portfolio management team to provide a better understanding of investment decisions

Transparent
Reporting

Transparent, customized reporting of holdings and transactions, with full disclosure of costs

Transition
Analysis

Customized analysis to identify potential tax implications of relocating clients' current holdings

Tax
Advantages

Possible tax advantages due to our ability to buy and sell investments at the tax lot level