The Advantages of Managed Account Solutions:

• Complete Customization – you control the structure of your portfolio
• Tax-Aware Trading – minimize capital gains taxes directly
• Outstanding Oversight – diversify across managers under our vigilant watch
• Screen Securities – avoid overconcentration and exclude undesired assets

Customization of Structure

Rather than sharing a pool of investments with thousands of other investors, a Managed Account Solution allows you to own the underlying securities of your portfolio directly and customize them to meet your specific goals, risk tolerance, time horizon, and other specialized needs. Meet your needs directly and specifically with a Managed Account Solution today!

Tax-Aware Trading

Even with tax-managed mutual funds, the gains from tax-management only benefit the end owner indirectly. The mutual fund would save money on their end, meaning more for your pocket, but you still lack control to benefit from tax-awareness directly. With a Managed Account Solution from CWS, your portfolio will directly reap the benefits of tax-aware trading to get the most out of your investments!

Oversight of Portfolio Managers

Control and tax-awareness are great, but why use a professional team? Our real value lies in the selection and management processes for hiring and firing portfolio managers. With a Managed Account Solution from CWS, your portfolio will be managed by teams of investment professionals based on asset class. The managers are overseen and consistently monitored to ensure soundness of practice. With our team as your integration manager of managers, you can rest assured that your portfolio is in good hands.

Screen Securities

Are you heavily invested in specific holdings, such as your company’s stock? Our managers can avoid duplicating your investments elsewhere by excluding them from your portfolios with us. Do you take moral issue with certain assets, such as those from fossil fuels, weapons manufacturers, and the like? With a Managed Account Solution from CWS, you have the control to screen your portfolios to meet not just your needs, but your human sensibilities. Let our team of professionals do the screening for you and ensure that your portfolio is invested not only for your needs, but in a manner that you can feel proud of.