When you’re busy with your day-to-day life, you have little time for anything else, let alone time to manage your investments. Learn how a managed account program may be the simple solution to help you navigate the complex world of investing.
What is a Managed Account?
With thousands of investment options available, it can be difficult to create a cohesive and intelligent portfolio. One option to consider is a managed account, which is an investment account owned by you and managed by a professional money manager. With this type of account, you can select from available portfolio models that align with your individual needs, goals, and other circumstances. A professional money manager guides the portfolio model’s investments and overall strategy.
Managed accounts can provide you with:
- A trusted relationship with an investment professional
- The ability to streamline your financial lives
- Access to fund shares typically not available to individual investors
- Protection from the emotional and behavioral traits that lead many investors astray
Learn more about managed accounts and how one might be right for you. Contact your M&T Securities Financial Advisor or call 1-800-724-7788 today.