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| A separately managed account is a portfolio of securities actively managed based on an investor’s individual objectives. For one all-inclusive fee, managed account investors benefit from the knowledge, resources and experience of professional investment managers and research analysts – access once reserved only for institutional investors. Individuals requiring high levels of investment flexibility, tax management capabilities and personalized service may benefit most from separately managed accounts. |
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| As with all investment vehicles, managed account investors and their advisors should follow a four-step investment planning process: |
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