Manager Select

Manager Select includes investment planning, strategy development, manager selection, portfolio construction, ongoing management and monitoring, trade execution, and performance measurement.

Manager Select is an SMA (Separately Managed Account) and is a private portfolio made up of actively managed individual securities. The separate account model, used by large institutions and pension plans, extends the potential advantages of flexibility, tax efficiency, and control to your portfolio. Some of these features may not be available to individual investors through other solutions.

Potential Benefits of Separate Accounts:

  • Full-time professional supervision
  • Ownership of individual securities
  • Transparency into account activity
  • Potential tax-efficient investing
  • Custom-tailored portfolios
  • Tactical asset allocation
  • Diversification among managers, asset classes, and market sectors
  • Comprehensive analysis and reporting
  • One fee: no trading fees or ongoing commissions

For more information, click here to read the Manager Select Client Brochure, or call us at (574) 722-4222 to make an appointment and discuss this option!