About Discretionary Portfolio Management
At Research Capital, a Managed Account is one which is managed at the discretion of a Portfolio Manager to meet your personal objectives while balancing your appetite for returns against your appetite and capacity for investment risk. Each portfolio is bespoke – one size does not fit all. And you will be communicating directly with your own Portfolio Manager if you wish to discuss the investments in your account.
Your Portfolio Manager has access to, and the independence to select from, a very broad array of investments. He/she will determine an appropriate asset allocation between equities, fixed income, cash, and alternative investments to meet your needs.
Setting Objectives
Your Portfolio Manager will work with you to gather as much information as possible and get a holistic picture of your risk tolerance, time horizon, return expectations, and tax considerations to be able to choose the right mix of assets.
Portfolio Construction
How you diversify your investments is just as important as what you invest in. Your Portfolio Manager will build a portfolio specifically for you, not just a basket to track the entire market.
Monitoring and Rebalancing
Markets change every day. Our job is to make sure your portfolio is always ready to respond and adapt. Portfolio Managers review your portfolio performance regularly and adjust holdings as needed.
Find a Portfolio Manager
Working closely with clients, our Portfolio Managers tailor solutions that respect the unique characteristics of individual circumstances.
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