S–MAP (Separately Managed Account Program)
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 help 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. When you enroll in S–MAP your money will be managed by some of the industry’s most prominent portfolio managers. By having your account professionally managed, you not only receive 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.
- Abner, Herrman & Brock, LLC
- Advisors Capital Management, LLC
- Cambridge Financial Group, Inc.
- Calvo Funds, LLC
- Carret Asset Management, LLC
- Cumberland Advisors Inc.
- Dividend Growth Advisors, LLC
- Frantzen Capital Management, Inc.
- Fraser Management Associates, LLC
- Kopp Investment Advisors, LLC
- Sentinel Advisory Corp.
- ValueWorks LLC
- Donoghue W.E. & Co. Inc.
- Wellesley Investment Advisors, Inc.
Contact your Investors Capital Financial Advisor today for more information on how to get started.