Our managed investment offerings give you a breadth of investment options, an intelligent model driven approach, and a reliable fee structure.
Unlike mutual funds, where a fund is managed for the benefit of many shareholders, managed programs are personalized to meet the needs of each specific account holder. A financial advisor can help you choose the type of program that's right for you based on your investment objectives.
Acting in the capacity of a portfolio manager, an advisor will lead you through the process of defining your risk parameters and then devise an asset allocation strategy designed specifically to meet your goals.
Who is it for?
The Moors & Cabot Managed Accounts program is designed for investors who:
Want the customization of a personalized investment program, but also want the underlying approach based on an asset allocation
Prefer the advisor to have discretion to make investment decisions on their behalf
Desire a long-term portfolio management through diversification
Require flexibility of a portfolio constructed using a diverse selection of investments
Want to maintain the high level of professional services and personal attention which is a hallmark of Moors & Cabot
Fees Instead of Commissions
A key difference between an advisory account and a traditional brokerage account is how you pay for the services you receive. Rather than paying a commission for each transaction you pay a fee, usually charged on a quarterly basis based on a percentage of your account’s value.
Flexibility of investment options and customization of your investment program are just two of the benefits of entering into a managed program. Additionally, fees are based on the value of the portfolio, not on individual transactions. This gives you and your advisor a predictable fee structure.
You can also choose how involved you want to be in the investment process or if you want to place full responsibility with your investment advisor. If desired, you can be free from the tasks of actively choosing and monitoring your investments.
How does it work?
Click each step below to understand the managed account process.
Contact a Moors & Cabot Financial Advisor today and discuss if our Managed Accounts program is right for you.