Investment Planning Customized for You
Tagged as: Investment Services, Retirement Planning
A managed account is an investment portfolio overseen by a professional money manager who administers the portfolio to an investment strategy. These accounts may be comprised of stocks, mutual funds, bonds, cash, and other securities. Traditionally, managed accounts were exclusive to the uber-wealthy. Nowadays, managed accounts are more affordable to come by. And depending on your needs, could offer some added benefits. Here are just a few reasons you may want to consider a managed account.
- Customization: Unlike a mutual fund that is managed on behalf of everyone investing in that fund, a managed account is an investment portfolio managed by a professional to help meet your goals and needs.
- Access to Institutional Money Managers: With a managed account, you will have access to money managers who might typically be reserved for institutional investors.
- Active Account Management: As your life changes, your investment needs will change, too. Your investment advisor will monitor your managed account and make changes, as needed, including rebalancing
Not sure if a managed account is the best approach for you? We invite you to make an appointment with our Osaic Institutions, Inc.* financial advisor to learn more. Our Osaic Institutions representative has met with many 1st United members and has assisted with everything from financial advice to retirement planning. Feel free to reach out to Rahil Machiwalla at (925) 598-4718. He is available to talk by phone or he can meet you for a complimentary appointment at any of our branches.
This information brought to you by:
Rahil Machiwalla, Osaic Institutions, Inc.*
Financial Advisor
(925) 598-4718
Financial Advisor
(925) 598-4718
CA Insurance Number: 0G20361
Get Started with a Complimentary Consultation
*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency. CA Agency License #OH30186. Osaic Institutions and 1st United Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.
