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Separately Managed Accounts
Unique and sophisticated investment management strategies are available not only to Wall Street investors, but also to clients of the MBT Wealth Management Group, through its Separately Managed Accounts.
For select client situations, Monroe Bank and Trust enlists the services of world-class asset managers and firms from around the world, to implement a focused and highly tailored portfolio solution for you and your family.
Features and Benefits
- MBT will employ the best asset managers to manage your portfolio, each according to specialty.
- Maintain one account at MBT to hold your entire diverse investment portfolio.
- Local advisor access with world-class, proven asset management.
- Clients retain the ability to change advisors and investment strategies.
- Investment portfolios can be focused on specific asset classes and investment goals.
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World Class Investing with a Local Address
This portfolio management option truly offers the best of both worlds - access to international experts with account administration via MBT’s local, proactive advisors. We work with you to create a tightly-focused portfolio mix and help you hire the best the investment world has to offer to manage your separate account strategies.
Simply click here and let us demonstrate how we can create a customized multi-manager portfolio for you or call us at 800-321-0032.
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The information above is not intended nor should it be used as a substitute for the advice of an attorney, estate or tax planner, whose advice should be sought to review your personal circumstances and goals. |
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