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Managed Accounts

At its core, a managed account is a service where a professional portfolio manager and/or advisor provides oversight of your investments (Stocks, Mutual Funds, Bonds, ETFs and more) on your behalf. Here are some key benefits:

1. Professional Expertise

2. Customization

3. Active Management

4. Diversification

5. Transparency

6. Tax Efficiency

In summary, a managed account is a prudent way for you to invest, with the benefit of professional guidance and active management. It's a great option if you prefer to delegate investment decisions to an expert, and it can help you work toward your financial goals more effectively. Contact us for a consultation to learn more.

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