Managed Accounts May Be an Option
Managed accounts are portfolios designed for individuals to match their specific financial needs with portfolio objectives, and managed by professional investment managers. Often these accounts offer an avenue for individuals to access investment managers that are generally available only to institutional-level investors.
Managed account portfolios come in many different structures. Some are for conservative investors, some for more assertive investors and some for those in between. Some portfolios focus on tax managed investing and others on growth investing with less regard for tax consequences. Some portfolios are more focused on generating income and others on growth.
Portfolio holdings can consist of institutional class mutual funds, exchange traded funds or even individual securities.
Managed accounts typically assess quarterly fees to pay for the professional management of the funds.
The benefit to Managed accounts? They are highly diversified and professionally managed – so you can have peace of mind knowing investment professionals are overseeing your portfolio.
Carolinas Telco Capital Advisors located at your credit union can help you determine whether Managed Accounts are the right option for you.
Contact Us For More Information
For more information, contact Joe Jaspers, CFP®*, the Carolinas Telco Capital Advisors Representative serving Carolinas Telco Federal Credit Union for a no cost, no obligation consultation. We have the tools and experience to help you design and implement the plan that is right for you. Contact us at our Financial Services Center located at the Sharon Road West Branch:
Form Number: FR-1664668.1-1216-0119
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