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:
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.