Separately Managed Account Portfolios
We use our industry experience to select and monitor independent investment managers that will manage your account on a discretionary basis. These managers are unaffiliated with our company, and traditionally provide money management services to institutional and high net worth clients. However, we have access to some of them at much lower investment minimums than they typically charge. They will buy and sell individual securities in your account. The types of securities they buy depend on the type of manager hired.