Magazine

Table: Make It Work for You


FIRST, CONSIDER OTHER INVESTMENT VEHICLES

Small-size separate accounts aren't nearly as diversified as mutual fundsDEMAND EXCELLENCE

Select a program at a brokerage, mutual-fund company, or specialty separate-account shop that offers the most choices in investment style and top-notch managersCHOOSE FLEXIBILITY

Buy programs that allow stock customization and screening according to your investment criteriaCALL THE SHOTS

Don't expect your separate-account manager or broker to make all the right choices for you


Soul Searcher
LIMITED-TIME OFFER SUBSCRIBE NOW

(enter your email)
(enter up to 5 email addresses, separated by commas)

Max 250 characters

 
blog comments powered by Disqus