Separately Managed Accounts

As Separate Account Managers, we are able to customize each portfolio to our investors’ needs and preferences (risk profile, personal bias, goals, etc).

A separate account manager holds the investor’s assets in a segregated account instead of placing them in a pool with other investors.

Separate Account Managers are typically used for high-net-worth individuals, who have the assets necessary to properly diversify through an individual account. Under this format, each investor has a separate account, which actually holds specific securities. By contrast, a mutual fund, ETF, or hedge fund is a pooling of investors into a general account.