Managed account investors often receive monthly letters, quarterly newsletters and periodic investment literature from the portfolio manager as well. Can also call toll-free number. Call toll-free phone number and talk to sales representative. Establishing Investor's Goals Investor benefits from Financial Advisor's help. Investor benefits from Financial Advisor's help.
Investors determine on their own.
Investment Manager Selection Chosen by investor with Financial Advisor's help. Chosen by mutual fund. Chosen by mutual fund. Investment Manager Evaluation Screened and evaluated by investor and Financial Advisor. Screened and evaluated by investor and Financial Advisor.