Managed Separate Accounts

The next, very important step is to introduce you to the investment and service advantages of a hands-on, privately managed account. Communications, stock and investment selection, and the constant monitoring of the progress of your investments are just a few reasons our private accounts have become so appealing.

This does not necessarily mean that continual change is required because it is often more important that you remain loyal to your decision for at least a market cycle (two to three years). Managers have styles and processes, which ebb and flow with market conditions