Mangement Retirement Plans Trust Services Professional Portfolio Management Institutional investors have long recognized the value of utilizing professional money management to assist with the construction and management of their investment portfolios. Today's financial marketplace is complex and fast-paced. Professional money managers bring these benefits, as well as a track record of experience to the investor fortunate enough to meet the large minimum investment requirements of most managers. Through our Preferred Series of managed money services, Morgan Keegan has developed arrangements with a number of professional money managers who normally accept only institutional accounts.
Smaller accounts invest in mutual funds, while larger accounts invest in individual securities.
To learn more about the Preferred Series of services, select the program of interest below. Using a wide range of mutual funds, this program incorporates an asset allocation service and ongoing monitoring of investments. After identifying your investment objectives, Morgan Keegan will assist you in the selection of a manager or managers for your portfolio. In keeping with the partnership philosophy, the MOR Partners account has replaced the traditional commission structure with a simple, asset-based fee. Inc. All rights reserved.