True Independence We have the freedom to select financial products from the broad spectrum of financial firms. For the sophisticated investor, we offer fee-based managed accounts – truly customized portfolios guided by a professional money manager. With a managed account, you have a professional money manager making investment decisions on your behalf, rather than on behalf of a giant fund. You have a personalized, transparent portfolio based on your investment goals and tailored to your level of risk. You can see what you own, and you know how the assets are allocated.