StockCross SELECT Unified-Manager Account
For Portfolios Starting at $150,0001
You Pick the Strategy; We Do the Rest
enables you to combine a wide variety of investment options into a single account. Once you select an investment strategy, your Investment Advisor Representative will handle the ongoing maintenance, balancing and adjusting.
While some investors prefer to have a traditional separately managed account, this option allows you to see your total investment performance in a single statement.
- A broader investment selection that is tailored to your risk preference, needs, and objectives
- One brokerage account eliminates multiple statements
- Systematic rebalancing to maintain the target asset allocation
- Tax-loss harvesting, which can be coordinated across your entire portfolio
- A single fee schedule based upon your investment selections
How It Works
Your StockCross SELECT Investment Advisor Representative will help you develop a custom long-term strategy that addresses your individual goals.
Step One: Identify Goals and Objectives
Define your tolerance for risk, the time frame for your investments, and outlook for future financial needs.
Step Two: Determine Asset Allocation Policy
Discuss your options, weigh potential risk and rewards, and diversify your portfolio to steadily reach your investment goals.
Step Three: Turn Your Plan into Action
With your strategy in place, your dedicated SELECT Investment Advisor Representative will work with the money managers whose expertise will meet your objectives.
Step Four: Ongoing Portfolio Monitoring and Rebalancing
Market conditions, contributions to the account, and other factors may cause the allocations to fall outside the targets originally set for the portfolio. If this happens, your SELECT Investment Advisor Representative may rebalance the portfolio to bring allocations back within the desired range3
1Some Multi-Manager Account Programs may have higher investment minimums.
2StockCross SELECT, powered by National Financial Services, utilizes constantly updated research tools and state-of-the-art transaction technology to provide customers with one of the industry’s most powerful asset management solutions
3After reviewing your needs with your investment advisor, you will receive an investment proposal detailing your investments and goals. This document should be thoroughly reviewed and understood prior to investing.