What is a Managed Account?

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What is a Managed Account?


A managed account is a really diversified investment portfolio where every investment is owned by you, but managed by an entire investment team that is working around the clock to monitor markets and make changes to your investments, when opportunities present. If the world changes, they can react and quickly!

They don’t need to wait until your next review meeting to make changes. They make the change and then send you a note to communicate what action they’ve taken. In the past this type of offering was only available to your high net worth investors who could pay for the privilege. 

However with advances in technology, it’s really exciting to be able to offer this to our clients, efficiently and cost effectively.

Get in touch to find out how we can assist you with setting up a managed account.



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