800.610.1460

PO Box 2500

Walla Walla, WA 99362

• Home
• About Us
• - Our Team
• - Contact Us
• - Locate Us
• Our Services
• - Overview
• - Investment Services
• The "B.I.G." Difference
• - Strengths
• Managed Accounts
• - Managed Account Basics
• - Benefits
• Process
• - Manager Research
• - Monitoring Managers
• Foundation/Endowments
• - Overview
• - Investment Policy Compliance Process
• - Endowment Size Transition Process
• My Account
• Access Online

Managed Account Basics

A managed account is a portfolio of stocks, bonds, or a combination of stocks and bonds chosen by a professional investment manager to achieve a specific objective, such as long-term growth or current income. Each account — and its individual investments — is owned by the investor for whom it is managed. In other words, a managed account is a way for an individual or institution to benefit from the professional expertise of a private investment manager.