Managed Portfolios
Managed Portfolios
A customized investment strategy for your goals.
Whether you’re building wealth for retirement, supporting your family, or other ambitions, Managed Portfolios delivers the professional investment expertise and customizability your life desires.
About Managed Portfolios
Discover how Managed Portfolios can help you achieve your unique financial goals with confidence. These premium solutions combine individual stocks and pooled funds, giving you direct ownership and potential tax benefits. Benefit from tailored strategies managed by experts to grow and protect your wealth. With Managed Portfolios, you’ll enjoy transparency, efficiency, and competitive pricing—offering lower fees than traditional mutual funds.
Strategic investing, tailored to your goals
Product options
Managed Portfolios offers a variety of strategies to suit your different goals, from Income to Total Equity, including ETF Managed Portfolios. These portfolios are managed by renowned investment managers who are specialists in using tactical asset allocation to mitigate risks in dynamic markets. Minimum investment is $100,0001.
Contact your financial advisor
Reach out to your financial advisor to see how Managed Portfolios may be able to power your portfolio.
1. Minimum account size: $100,000. Managed Portfolios - ETF: minimum is $50,000, or $5,000 if the client has a separate Managed Portfolios account or Pooled Portfolios account with at least $50,000 invested. Managed Portfolios - Mawer: minimum is $150,000.
