Managed Accounts

(professional portfolio management using "wrap accounts")

Beacon Capital Management Advisors offers our clients objective advice while providing risk-based portfolio management, asset allocation, diversification and portfolio monitoring. BCM works with institutional portfolio managers who provide investment portfolio management services for BCM's clients. Learn more here.

What are managed accounts or wrap accounts?

"Wrap" or managed accounts are terms given to a money management service in which clients receive investment recommendations and guidance from an investment specialist and pay an annual fee based on your total assets under management.

When do you need a managed account?

If you want to benefit from the expertise of an investment professional to provide you with objective guidance and help you implement a diversified wealth management strategy, you may want to consider a managed account.

By asking a number of questions, an advisor would work with you to complete a profiling questionnaire in order to identify your investment needs, goals, time horizon and risk tolerance. The final result of this process is a customized portfolio designed specifically for your needs.

What are typical investments within a managed account portfolio?

A managed account or "wrap account" can include stocks, bonds and mutual funds as well as institutional money managers. Learn more about managed "wrap" accounts here.

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Disclosures:

*  The information on this page is for informational purposes only and does not constitute, and should not be construed as, professional, legal or tax advice. To determine your individual tax situation and specific needs, please consult a professional tax advisor.

* Information contained in these sections merely highlight some benefits. There are risks involved with all investments that could include tax penalties and risk/loss of principal.