Managed Accounts
Empowering investors through managed account solutions
Managing wealth can be as difficult as creating it. The proliferation of new investment products and the intertwining of global economies are only some of the factors which make today’s financial markets extremely complex. Keeping up-to-date on economic trends, and understanding how they impact your investments, can be a complicated endeavor.
Why not partner with a team of financial professionals who can help you navigate the markets and access the world’s top investment talent as they help guide you toward your financial goals?
Through a full range of managed account solutions, Hilliard Lyons Financial Consultants provide customized investment programs tailored to meet their clients’ unique investment objectives and constraints.
When you choose a Hilliard Lyons managed account solution, a dedicated Financial Consultant, skilled in financial planning, will work with you to create your personal investment program. Depending upon your investment needs, your portfolio may be managed by internal or external managers, chosen for their experience and performance history.
Your Hilliard Lyons managed account is customized to fit your goals
When you want your investment strategy to fit your life needs, turn to a managed account solution from Hilliard Lyons.
Every Hilliard Lyons managed account program is designed to translate your goals and dreams into a disciplined financial program.
- We learn your goals and create your investment profile
- Your Financial Consultant works with you to develop your investment strategy
- Talented investment professionals construct your personal investment program
- We monitor your investments, and make day-to-day investment decisions on your behalf
- Your account may be rebalanced
- You are kept up-to-date on your account with frequent and thorough reporting
Leading financial professionals manage your account
No matter which kind of Hilliard Lyons managed account solution you choose, we provide you access to leading money management experts. If your investment portfolio is comprised of mutual funds, we carefully search among the thousands of funds available for those best suited to your situation. When your holdings are managed directly by money managers, you are getting unparalleled access to investment professionals – whose expertise is typically reserved for the largest institutions or the nation’s wealthiest families.
Your investment team is equipped with leading-edge resources
Hilliard Lyons provides your investment team with access to timely research and sophisticated planning so they can better forecast the economic climate and thoughtfully react to sudden or unexpected changes in market conditions.
Thorough due-diligence ensures top performance
Not only do we regularly monitor your portfolio to make sure your assets perform as expected, but we also monitor our investment professionals to ensure their adherence to our high standards of investing.
At Hilliard Lyons, we have a managed account solution that is right for you
Your Hilliard Lyons Financial Consultant can match you to the managed account program that is right for you. Please consult your Financial Consultant to learn more about our managed account programs.