Managed Account
Financial Advisors & Stock Portfolios
A professional from Calvert, Cohen and Wilson is a great choice when it comes to someone who can successfully run your managed account. Winners of many local awards in Houston, TX including an award from congress for outstanding service in their industry, have a golden track record with no annual losses in 7 years and have been given the gold star award from the Better Business Bureau.
When you invest in a managed account, you rely on the expertise of a professional investment manager. The challenge, is knowing how to choose the right one. Managed accounts are run by professional managers who are specialists in the stock market. They assemble a portfolio of individual securities to meet a particular investment objective.
Often times you may hear the expression "There's always a bull market somewhere!" Well, it's true. When the economy is going well, most stocks go up, but when the economy is performing poorly, some stocks, bonds and derivatives will also perform well. Very well, in some cases and this brings us back to the challenge of knowing how to choose the right person for this job.
The key to success in the marketplace is limiting risk, maximizing reward, and being ever-vigilant. Even conservative strategies can average a 20% return or more. By focusing our investments in areas that are outperforming the market, and shifting that focus when it is called for, our investment manager has been able to consistently outperform the stock market indices.
We are so sure our Managed Account experts can help you we are willing to offer you a free consultation at one of our award winning workshops. While we treat you to an amazing steak dinner at one of the nicest steak houses in the Houston area, one of our specialists will give great advice and tips on how you can get the most out of a managed account. As a final courtesy offering, if you would like, we will sit with you and create a custom individual wealth plan analysis for FREE!
We ask for nothing from you other then for you to contact us so as we can fit you in at one of our up coming workshops. Click here to save your spot today and your money tomorrow!