Sentence examples for managed account from inspiring English sources

The Wealth Management segment offers and manages a variety of wealth management products that include managed account programs together with advisor support and financial planning services.

A growing number of employers also are adding online investment guidance for employees or managed account options, which allows employees to turn over investing to a money management professional.

"They want a managed account," he said, or will want to invest in a hedge fund.

Not that you have to be a millionaire to qualify for a managed account.

Meet the managed account, which many people view as the latest threat to the 76-year-old mutual fund industry.

"Where we are unable to maintain sufficiently detailed information about such a customer through a relationship managed account, we have to discontinue that relationship".

CAROL PEPPER: But I personally believe that there are some great managers and separately managed accounts.

Other options include living trusts and managed accounts, which may also involve professional money managers.

Mr. Goldfarb and Mr. Poppe's firm owns Goldman shares for both the Sequoia Fund and separately managed accounts.

But the company is introducing more stock mutual funds and managed accounts, he said, and is a good acquisition target.

Savvy investors turn to individually managed accounts for tax protection.