Managed Accounts

Managed Accounts

Managed Accounts

A managed account is well-suited for people that prefer to have their money and investments managed professionally by a portfolio manager and financial planner so they can focus on other aspects of their life.

What you can expect

When your account is managed, a team of senior-level investment professionals do the work for you. Some of the primary things they focus on include risk analysis, growth opportunities, and preservation of capital. By following a flexible investment philosophy that is designed for your needs, our managed accounts can help you reach your investment goals.

We offer managed accounts for investors seeking:

Risk Management

Even in this day and age, some firms tend to minimize the importance of risk analysis, and how it can potentially improve overall portfolio performance. We apply specific risk management techniques to your portfolio in order to maintain a level of risk that is consistent with your goals and objectives. Doing so is one of the many benefits of a professionally managed account.

Active Management

You may have heard about some firms claiming that a passively managed portfolio is better than one that is actively managed. Usually, they refer to the process of investing your money in one or more index funds, and waiting to see how it performs. While we agree that indexing has its place in most portfolios, we strive to exceed the annual returns demonstrated by commonly known indexes. Through astute investment planning, and the execution of specific strategies, we aim to help you and your family achieve those goals.

Professional Research

We provide robust research capabilities to our employees. This helps them identity global investment opportunities that they can employ for you. Your investment management team utilizes strategic methods to manage your money, and help you reach your financial goals and objectives.

Estate and Trust Services

Managed Accounts include year-end tax statements that report all account transactions, as well as estimated tax basis information (if available) to help you prepare for your tax return.

Tax Strategies

Managed Accounts include year-end tax statements that report all account transactions, as well as estimated tax basis information (if available) to help you prepare for your tax return.

Managed Philanthropy

What if we told you that altruism is something that needs to be managed? While altruism is one of the keys to a better world, it requires careful planning and intentionally designed strategies. Whether philanthropy is your vocation or your avocation, we devote a substantial amount of time to the service of others with the goal of having a positive impact in the world.

Family Legacy Planning

We work with clients to maximize the value of their family capital through the transfer and preservation of the family’s shared values, and the creation of an enduring family legacy. The challenge of passing financial wealth on to descendants is often more complicated and daunting than planning for gift or estate tax. However, there is a solution.
+ Overview

Managed Accounts

A managed account is well-suited for people that prefer to have their money and investments managed professionally by a portfolio manager and financial planner so they can focus on other aspects of their life.

What you can expect

When your account is managed, a team of senior-level investment professionals do the work for you. Some of the primary things they focus on include risk analysis, growth opportunities, and preservation of capital. By following a flexible investment philosophy that is designed for your needs, our managed accounts can help you reach your investment goals.

We offer managed accounts for investors seeking:

+ Risk Management

Risk Management

Even in this day and age, some firms tend to minimize the importance of risk analysis, and how it can potentially improve overall portfolio performance. We apply specific risk management techniques to your portfolio in order to maintain a level of risk that is consistent with your goals and objectives. Doing so is one of the many benefits of a professionally managed account.
+ Active Management

Active Management

You may have heard about some firms claiming that a passively managed portfolio is better than one that is actively managed. Usually, they refer to the process of investing your money in one or more index funds, and waiting to see how it performs. While we agree that indexing has its place in most portfolios, we strive to exceed the annual returns demonstrated by commonly known indexes. Through astute investment planning, and the execution of specific strategies, we aim to help you and your family achieve those goals.
+ Professional Research

Professional Research

We provide robust research capabilities to our employees. This helps them identity global investment opportunities that they can employ for you. Your investment management team utilizes strategic methods to manage your money, and help you reach your financial goals and objectives.
+ Estate and Trust Services

Estate and Trust Services

Managed Accounts include year-end tax statements that report all account transactions, as well as estimated tax basis information (if available) to help you prepare for your tax return.
+ Tax Strategies

Tax Strategies

Managed Accounts include year-end tax statements that report all account transactions, as well as estimated tax basis information (if available) to help you prepare for your tax return.
+ Managed Philanthropy

Managed Philanthropy

What if we told you that altruism is something that needs to be managed? While altruism is one of the keys to a better world, it requires careful planning and intentionally designed strategies. Whether philanthropy is your vocation or your avocation, we devote a substantial amount of time to the service of others with the goal of having a positive impact in the world.
+ Family Legacy Planning

Family Legacy Planning

We work with clients to maximize the value of their family capital through the transfer and preservation of the family’s shared values, and the creation of an enduring family legacy. The challenge of passing financial wealth on to descendants is often more complicated and daunting than planning for gift or estate tax. However, there is a solution.

Global Advisers Managed Account Services

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1963


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

As your assets with us increase—from $100,000 to $50 million and beyond—your team will also expand, providing you with the additional support you need. Throughout our relationship, we continue to provide Wealth and Estate Planning, Tax Strategies, Trust Services, Philanthropic Planning, Investment Management, Professional Research, and Family Legacy Planning, along with regular performance reviews.

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