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 securities. It offers the opportunity for portfolio customization, individual tax planning and risk management. Each managed account has a specific objective, which guides the manager in assembling the account’s portfolio.
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