Separately Managed Accounts
Managed accounts are individually tailored investments designed to meet the specific objectives and needs of today’s sophisticated investors. In the past, this level of customization was reserved only for large institutions. However, with the changing investor landscape, managed accounts have emerged as one of the fastest growing investment vehicles today due to their ability to potentially deliver tax efficiency within a customized portfolio.
Simply stated, a managed account allows an individual to invest in a diversified portfolio of individual securities. Unlike a mutual fund, the individual securities are owned directly by the investor. This portfolio of securities is managed by a professional money manager and is often packaged with customized advice from an investment professional.
MVM furnishes continuous investment advice to clients based on their individual needs. We provide US, International and Global investment strategies that are customized to our clients’ investment objectives through diversified equity, fixed income and balanced separately managed accounts.
MVM works with clients to analyze and recommend the most appropriate manager of each separately managed account in the portfolio. Taking into consideration the client’s investment objectives, risk tolerance and market conditions, MVM screens the managers that we deem appropriate and selects the best team for the client's account.
What does a Separately Managed Account mean for you?
Because you directly own the securities within your account, you have the option to specify investment restrictions (e.g., no alcohol or tobacco stocks), and you may request tax-loss selling.