Managed Accounts

Secure investments for high net-worth individuals and qualified institutional investors.

Our Separately Managed Accounts (SMA) are specially geared towards high net worth individuals and qualified institutional investors.

They offer investors a convenient, cost-effective way to hold individual securities, without the hassle of having to manage the investments themselves.

With our broad range of investment strategies, asset allocation expertise, investors work with us to create portfolios that suit their unique circumstances managed pursuant to an investment management agreement and set of specific investment guidelines. Our range of products include:

• Portfolio Management Services
• Education Planning
• Investment Advisory Services
• Structured Products