Charter One Managed Account Strategies

We’ll guide you to the strategies to help meet your long-term goals.

Overview

Charter One Managed Account FAQs

Receive personalized service from your financial consultant.

If you’re an individual with $50,000 or more of investable assets and prefer a professionally managed approach to investing, Managed Accounts might be the right choice for you.

Charter One Investment Services offers a wide choice of Managed Account Strategies.

Depending on your own personal financial strategy and goals, our experienced and dedicated Financial Consultants help guide you to the strategy designed to help meet your goals. Our managed account services include:

Wrap Accounts

Receive an all in one diversification made up of a customized portfolio of mutual funds and/or ETF’s based on your investment goals. With a $50,000 minimum investment you will receive professional management and a consolidated statement.

Separately Managed Accounts

Take advantage of proven consulting capabilities through risk-sensitive and tax-smart investment strategies drawing on a full range of investment options with a $100,000 minimum investment.

Unified Managed Accounts

Experience the benefits of traditional separately managed account models, mutual funds, and ETF’s in a single, diversified portfolio with a minimum investment of $250,000.

Ready to get started?

Schedule an appointment with a Financial Consultant to learn more about Our Managed Accounts options.

Call 1-888-411-8711
Schedule an Appointment

Charter One Managed Account Strategies FAQs

Is there a minimum investment needed to establish an account with Charter One Investment Services?
Yes, depending on which type of Managed Account strategies you choose. The minimum amount is $50,000.

How do I open an account?
A Financial Consultant from Charter One Investment Services can help you open an account at your local Charter One branch.

What type of investment options are used with this type of investment account?
The Investment options vary by Managed Account option. You will receive a fact sheet with full disclosure on any Managed Account option your Financial Consultant discusses with you.

How do I keep track of my progress?
Your Financial Consultant will schedule regular follow up meetings with you to ensure you are up to date on your progress toward your long term financial goals.

Resources

New to Wealth Management? Need help?

Our Financial Consultants will walk you through all your managed account options and help you choose the products that can help meet your goals.

Schedule an Appointment

1-888-411-8711

Contact a Charter One Investment Services Financial Consultant today.

Monday to Friday:
8am – 6pm EST

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Find a Local Branch
Over 1,400 branches close by.

Securities, Insurance and Investment Advisory Services offered through CCO Investment Services Corp. Member FINRA, SIPC. 770 Legacy Place, MLP240, Dedham, MA 02026. 1-888-411-8311. CCO Investment Services Corp. is an affiliate of RBS Citizens, N.A. and Citizens Bank of Pennsylvania.

Securities and Insurance Products are:
· NOT FDIC INSURED · NOT BANK GUARANTEED · MAY LOSE VALUE · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Mutual Funds, Variable Annuities and Unit Investment Trusts are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus which contains this and other information can be obtained by calling your Financial Consultant. Read it carefully before you invest.