Access a new level of investment management.
Have your investment needs grown too complex for simple,
one-size-fits-all solutions? Do you find you lack the time (or knowledge) to
properly manage your investment portfolio?
If you demand excellence, and want freedom from the day-to-day details
of managing your wealth, now you can move up to a higher level of investment
management with the Access Manager Selection Program.
Through this exclusive program, and with the help of your Investment
Advisor, you can gain access to the world’s most elite investment
managers for an investment as little as $100,000 per manager.
Key Benefits of the Access Manager Selection Program
Explore the many benefits available to you through the Access Manager
Selection Program:
Team of Elite Investment Managers
You have direct access to only the finest quality investment managers
identified by one of the world’s foremost investment consultants—
Lockwood Advisors Inc. Lockwood meticulously evaluates thousands of
investment managers in order to arrive at a well-researched short list. From
this list, your personal Investment Advisor will help you select the
investment managers best suited for your portfolio.
Greater Control and Significant Tax Advantages
Unlike pooled investment programs, the Access Manager Selection Program
offers you direct access to investment managers who can manage your
investments within a customized portfolio. Instead of owning units within
an investment pool, you have direct ownership of the securities in your
portfolio. This gives you greater control and flexibility, and enables your
investment managers to make strategic buy-and-sell decisions that can
significantly enhance your after-tax returns.
Four-Step Process to Achieve Your Goals
It all starts with you, and your needs. Your Investment Advisor will
guide you through a comprehensive four-step process designed to help you
build a customized Access portfolio based on your specific needs and
preferences. As a result of this process, you and your Investment Advisor
will gain a clear understanding of your investment goals, risk tolerance,
investment time horizon, income needs, liquidity requirements and more.
This four-step process includes:
- Establishing your investment objectives.
- Developing a personal strategy.
- Selecting your investment managers.
- Reviewing and evaluating your progress.
Convenience of an All-Inclusive Approach
This program offers you a variety of investment services for one
convenient, all-inclusive fee. This includes screening and monitoring of
investment managers, manager research and recommendations, selection of
specialized managers, ongoing reviews, asset allocation and rebalancing,
performance monitoring, a comprehensive quarterly review and much more.
The Access Manager Selection Program could be ideal if you:
- Want an individually managed account that offers greater control,
flexibility and unique tax advantages
- Desire a personalized and disciplined investment approach to
achieving your financial goals
- Want access to top-rated investment managers best suited to your
specific needs
Take the next step…talk to an advisor.
Our Investment Advisors are here to help recommend the solutions that are
best for you. To learn more, please
contact an advisor today. Or,
ask an advisor to contact you.
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