When it comes to safeguarding and mapping out your financial future, are experience and choice two words that come to mind? If the answer is yes, the Separately Managed Account Program (S-MAP) may be the most appropriate track for you. When you work with Investors Capital, you partner with our practiced portfolio managers, who provide you with flexible and tax-efficient investment management strategies customized to meet your specific investment objectives.
The S-MAP program is intended for individuals who want to have their assets managed by portfolio managers who provide comprehensive wealth management services. Enrollment in this program requires a minimum initial investment of $100,000 and is suitable for both qualified and non-qualified accounts.
Rest assured that when you enroll in S-MAP your money will be skillfully managed by some of the industry’s most prominent portfolio managers. By having your account professionally managed, you not only receive exceptional guidance, you gain the objectivity and resources to help you succeed.
When you invest in S-MAP you will have access to many veteran sub-advisors who will watch, care for and help you grow your money. This list includes but is not limited to the following sub-advisors.
- Berkeley Capital Management
- Cambridge Investments
- Dean Investments
- Dividend Group Advisors
- Eagle Asset Management
- Fraser Management Assoc.
- Frantzen
- Gates Capital
- Kopp Investments
- Oak Ridge Investments
- Sentinel
- Value Works
- W.E. Donoghue & Co.
Contact your Investors Capital Financial Advisor today for more information on how to get started.
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