UA is committed to collaborating with and assisting our clients to achieve and surpass their financial goals. If you're considering your next move, be sure to contact us today!
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What are Managed Accounts?
Managed accounts are investment accounts that are tailored to meet an individual client's investment objectives and risk tolerance. Unlike managed funds, where many investors pool their money together, managed accounts are held in the name of the investor and are directly managed by a professional investment manager. This structure allows for greater customisation by our asset management teams and allows our Financial Planning team to focus on your strategies, that matter the most to you.
Benefits of Investing in Managed Accounts
How Managed Accounts Align with Client Strategies
Investing in managed accounts offers a sophisticated approach that aligns closely with individual client strategies. Through professional management, personalisation, and a focus on risk and tax efficiency, managed accounts provide a pathway to achieving financial goals while adapting to the evolving needs of our clients. Embracing managed accounts can be a proactive step for investors seeking a customisable, transparent, and professionally guided investment experience. Investors interested in managed accounts should consult with your financial advisor to explore how these accounts can fit into their overall investment strategy, ensuring alignment with your goals and objectives.
Important Information: This content is issued by Mason Stevens Asset Management Pty Limited, ABN 92 141 447 654 (MSAM).MSAM is a corporate authorised representative (CAR 461312) of Mason Stevens Limited, ABN 91 141 447207, AFSL 351578 (Mason Stevens). The information provided is of a general nature only and does not have regard to any individual’s personal objectives, financial situation, or needs. You should consider this information, along with all your other investments and strategies when assessing the appropriateness of the information to your individual circumstances. MSAM encourages seeking specific professional advice from a licensed financial adviser before making a decision to transact in relation to any investment, security, or strategy. Investment in securities including derivatives involves risks. Securities by nature will rise and fall and therefore past performance is not a reliable indicator of future performance. MSAM and its associates and their respective directors and other staff each declare that they may hold interests in securities and/or earn fees or other benefits from transactions arising as a result of information contained inthis communication. MSAM ensures that the information provided in this communication is as accurate and complete as possible but does not warrant itsaccuracy or reliability. References made to any third party, or their data is based on information that Mason Stevens believes to be true and accurate asat the date of this communication but is without independent verification. Opinions and or information may change without notice and Mason Stevens isnot obliged to update you if the information changes. Mason Stevens and its associated companies, authorised representatives, agents, and employeesexclude to the full extent by law, liability of whatever kind, including negligence, contract, fiduciary duties or otherwise, to investors or anyone else inrespect of any loss or damage, including indirect or consequential loss or damage, foreseeable or not, arising from or in connection with this information.
UA is committed to collaborating with and assisting our clients to achieve and surpass their financial goals. If you're considering your next move, be sure to contact us today!
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