Successful investment management requires the understanding your goal(s) for the investment as well as the time horizon, taxability, and your tolerance for risk. It takes wisdom, experience, discipline, and patience to build and manage a portfolio that can achieve your goals.
The term managed account is often interchanged with the term portfolio management. A managed account is a professionally managed portfolio of individual securities. It offers some of the convenience of mutual fund investing with additional benefits, including direct ownership of the securities that make up your portfolio, and the opportunity for some portfolio customization and individual tax planning. Each managed account has a specific objective, which guides the manager in assembling the account’s portfolio.
To speak with a Senior Wealth Advisor regarding investment or portfolio management, please contact R.W. Rogé & Company, Inc., at 631.218.0077 or at firstname.lastname@example.org.
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