Income Portfolios

There are many advantages to a separately managed portfolio, that has an income and capital appreciation objective.AW-coffee-shop.jpg

Also known as a SMA (“Separately Managed Account”), is a single investment account comprised of individual dividend paying stocks, bonds, cash or other securities, tailored to achieve specific investment objectives.

A portfolio manager oversees the investments according to your specific investment objectives and in an investment style with which you are comfortable.

Put simply, a Managed Income Portfolio is for demanding investors who …

  • Seek the comfort of professional investment guidance and a heightened level of personal service;
  • Still want to take an active role in their financial life;
  • Desire the flexibility to invest in different strategies or styles, while seeking the liquidity and potential tax benefits that come from owning individual securities in separate accounts, versus mutual funds;
  • May want a single fee to cover ALL account costs, including trading costs and performance reporting; and
  • Low-cost, transparency and 24/7 online access.

A Privately Managed Account  is all about taking control and influencing how your money is managed.

Privately Managed Accounts are also known as: Robin_Store

  • Separately managed accounts
  • Individually managed accounts
  • Actively managed accounts
  • Managed accounts
  • Privately managed accounts
  • Separate accounts
  • Wrap accounts
  • Discretionary managed accounts

For more information, please contact us.

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