What is a Managed Account?
When you’re busy with your day-to-day life, you have little time for anything else, let alone time to manage your investments. With thousands of investment options available, it can be difficult to create a cohesive and intelligent portfolio. Wouldn’t it be nice if you could skip all the hard work? A managed account may be for you.
A professionally managed investment account is owned by an individual. Investors select from available portfolio models that align with their individual needs, goals and other individual circumstances, while a professional money manager guides the portfolio model’s investments and overall strategy.
Managed accounts can provide investors with:
- A trusted relationship with an investment professional
- The ability to streamline their financial lives
- Access to fund shares typically not available to individual investors
- Protection from the emotional and behavioral traits that lead many investors astray
Portfolio Architect: A Managed Account Solution
Portfolio Architect is a managed account program that does the hard work for you. Sponsored and managed by M&T Bank and offered through M&T Securities, Inc., Portfolio Architect programs are designed for long-term investors seeking professional asset allocation and manager selection in one convenient account.
Portfolio Architect can free up time for you to live your busy life, because it’s simple, intelligent and versatile.
For additional information,
download Portfolio Architect Brochure (PDF) ›
Explore the pages below to learn more about Portfolio Architect and find out how an M&T Securities Financial Advisor can help you with your investment goals.