Advisory Services

Separately Managed Accounts

Our Separately Managed Accounts give you the opportunity to use private money managers to achieve your investment goals. When you hire a private money manager, you delegate the research, monitoring and selection of individual securities to one or more private money managers who are focused on pursuing your distinct investment objectives.

With private money management, you can also take advantage of:

Portfolio Customization

We will help you build a team of professional money managers with disciplined investment philosophies that are closely aligned with your investment objectives and risk tolerance.

Enhanced Tax Management

You can manage your tax liability by instructing your professional money manager to sell certain securities to take gains or losses.

Ability to implement guidelines

You have the opportunity to specify individual companies or industries you wish to avoid investing in based on personal values or prevent overlap with investments you currently hold.

Transparency

You’ll always know which securities are held in your portfolio and the management fees associated with them.

Service

You will work closely with your financial advisor, and you can speak directly with your money manager at any time to discuss your investment portfolio or your market or economic concerns.

Selecting a Professional Money Manager

Our separately managed account programs give you the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers to help you meet your investment objectives. These programs are designed to:

  • Establish your portfolio objectives
  • Develop an investment policy and asset allocation strategy
  • Evaluate and select money managers
  • Provide monthly statements and quarterly performance reports

Contact a Dorsey & Company Financial Advisor for detailed information about each of our separately managed account programs.

Advisory programs are not designed for excessively traded or inactive accounts and may not be suitable for all investors.