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Managed Accounts

What Are Managed Accounts? And How Do They Work?
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What Are Managed Accounts? And How Do They Work?

You and your adviser decide on the parameters for your portfolio, such as: 35% Large Cap, 25% Cash, and 40% Bonds. The Managed Account’s team of research analysts decides which investments to use in the portfolio. The Managed Account’s managers will stay within the parameters of the portfolio you select. They will only replace an…

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R & D Financial Group estate, retirement and investment planning logo. Green text on white background.

Contact us at 817.640.1919

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Texas, Alabama, California, Colorado, Florida, Kansas, Michigan, Missouri, North Carolina, Oklahoma, Tennessee.

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