Efficient Cost Structure

The other unique advantage of a Separately Managed Account is the ability to manage your cost far more efficiently. A recent Wall Street Journal Article cites that average mutual fund reported and unreported expenses are above 2%, before any investment advisor fees are layered on to portfolio management cost. In essence, total cost of management using an actively managed mutual fund platform can come to anywhere between 2.5% to 3.5% depending on advisory fees. With a Separately Managed Account platform, we not only access premier money managers, but also curb costs significantly, saving you anywhere from 1% to 2% in total annual expenses, which can have a significant impact on your portfolio growth.