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 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:
- Support from portfolio management team may be available to help provide advisors a deep understating 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.
|Equity Managed Accounts|
|Contrarian Core Strategy|
|Disciplined Value Strategy|
|Dividend Income Strategy|
|Dividend Opportunity Strategy|
|Select Large Cap Growth Strategy|
|Select Large Cap Value Strategy|
|Select Small Cap Value Strategy|
|Tax-Exempt Managed Accounts|
|Short Term Municipal SMA Strategy (PDF)|
|Short-Intermediate Municipal SMA Strategy (PDF)|
|Intermediate Municipal SMA Strategy (PDF)|
|Municipal Ladder SMA Strategies (PDF)|