Managed Accounts

Individual Life Insurance

With a managed account, a professional investment manager handles the active purchasing of stocks, bonds or other investments and oversees the management of the investment portfolio in direct relationship with the objectives laid out by the individual investor. While similar to mutual funds in the ability to cross investment opportunities, managed accounts allow the individual investor to purchase individual securities, avoid securities, and sell securities upon request.

“Perhaps the most amenable to a diversified yet individual approach, managed accounts are perfect for individuals who want to utilize the investment expertise of professionals while retaining the personal oversight they may desire.”-Richard Scott

To explore managed accounts further, contact Insurance Planning Group at 610-254-0611 today.