How Investors Benefit From Managed Accounts

Managed accounts are fee-based investment products that cater to qualified investors.  In a managed account, qualified investors refer to individuals of high net worth who prefer to have their accounts managed by an investment professional.

Managed accounts have become increasingly popular owing to the host of benefits they offer. Often the investment product of choice among high-net-worth individuals (HNWI) such as celebrities, retirees, lottery winners and affluent businessmen, it has the following advantages:

1.      Managed accounts are actively managed by investment professionals. At INNOVATIS, these accounts are professionally supervised by a team of senior asset managers. The INNOVATIS investment team, under the guidance of Erwin Lasshofer, is responsible for active portfolio management and making high-yield investments on behalf of clients.

2.      Managed accounts provide for the design of personalized client portfolios.  In a managed account, the asset manager develops an individualized client portfolio according to the client’s unique needs and requirements. He factors in the client’s financial goals, risk appetite, risk tolerance and preferences.

3.      Managed accounts are handled using a disciplined approach to investing. When making investments for clients, INNOVATIS asset managers look for financial products with consistently strong returns.  When making financial decisions, a major consideration for asset managers is the risk level of financial products to ensure a high level of protection of the principal capital.

4.      Managed accounts are flexible, convenient, and are fully controlled by the client. With INNOVATIS managed accounts, clients retain full control of their assets. INNOVATIS is appointed as account manager while the investment team makes investments for clients.  The asset management team utilizes extensive experience and knowledge in identifying profitable investments and makes monthly investment reports to clients.  Managed accounts also offer the convenience of delegating complicated transactions and routine decision-making to professionals.

5.      Managed accounts are cost-effective.  Managed accounts are fee-based. Asset management firms require a management or advisory fee according to the size of the portfolio, effectively avoiding the pitfalls of hidden costs and fees.  Furthermore, investment advisory fees are considered a tax-deductible expense.

To maximize the benefits of investment products, it is always wise to tap the services of a professional.  Investing is not for amateurs and you need a qualified asset manager to help you grow your assets. 

Erwin Lasshofer sees to it that the asset managers at INNOVATIS (Suisse) AG employ the right balance between specialized knowledge and social competencies to achieve maximum level of customer satisfaction.  An industry expert with more than twenty years of experience on asset advisory, product and strategic development, and investment banking, Erwin Lasshofer directs the training and development of the INNOVATIS asset management team.