If you have substantial assets, a professionally managed account may be an attractive alternative to mutual funds. With a professionally managed account, your money is typically kept separate from other investors and managed according to your personal investment objectives, tax considerations and liquidity needs.

Professionally managed accounts offer a high level of diversification in your portfolio. However, a professionally managed account may have much higher investment minimums and will employ a different fee and expense structure.*

* Service is provided in cooperation with a partner; for further details please note legal notice and disclaimer.