Separately Managed Accounts

Active management that turns trust into custom solutions.

Separately managed accounts and pooled funds provide investors with unique access and a direct relationship to our team of experienced portfolio managers. As active managers, we don’t want to simply mimic the index returns, but rather, use superior tools to assess the current macro-economic environment and allocate capital to the sectors and securities offer the best risk/reward opportunities given the economic climate. We utilize option based strategies to focus on delivering customized products to meet our clients’ long-term investment goals.

For more information on separately managed accounts please contact