Managed Accounts over Mutual Funds

Many investors complain that do not get to interact with the portfolio manager of their mutual fund and really don’t know at any one moment what they actually own.

However, having money invested in a SMA (Managed Account), changes that perpsective and by in dong so, provides other client benefits.  Click here to view SMA’s vs Mutual Funds  general comparison.

For more information, please contact Tom Cooper.

Author: Paul McIntyre

Chief Compliance Officer

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