Separately Managed Accounts

Security and Transparency

A separately managed account is a portfolio of individual securities managed on your behalf by our Certified Financial Professionals. You own the individual securities, which can provide the ownership, control and transparency you deserve while giving us the discretion to act on your behalf as your fiduciary.

Your accounts are not commingled with others and are in your complete control. We’ll work with you to structure the portfolio that realizes your goals and is in line with your risk profile.  

However,  that’s just the beginning. We will meet regularly with you to make certain that we are on track to meet your goals and your expectations. Our Certified Financial Planners will explain to you the fees charged each quarter, the value we added to earn our fees. Lastly we will rebalance the portfolio as needed.