- Invest and Plan
- Financial Strategy
- Investment Strategy
- Managed Accounts
Managed Accounts
Managed accounts are portfolios designed for individuals to match their specific financial needs with portfolio objectives, and managed by professional investment managers. Often, these accounts offer an avenue for individuals to access investment managers that are generally available only to institutional-level investors.
Managed account portfolios come in many different structures. Some are for conservative investors, some for more assertive investors, and some for those in between. Some portfolios focus on tax managed investing and others on growth investing with less regard for tax consequences. Some portfolios are more focused on generating income and others on growth.
Portfolio holdings can consist of institutional class mutual funds, exchange traded funds or even individual securities.
Managed accounts typically assess quarterly fees to pay for the professional management of the funds.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
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A representative of Marine Federal Financial Group located at Marine Federal Credit Union is available to learn about your goals and work with you on your plan. Together, you’ll create a future that will work towards your dreams.
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