Multi-Discipline Account

Multi-Discipline Account

A discretionary account to which several different money managers may have access. A multi-disciplined account is divided into several sub-accounts, with each money manager having access to one. Each money manager has a different expertise and invests the money in his/her sub-account accordingly. For example, an investor may wish to divide the account as half equity and half debt securities and hire two different money managers to do so. A multi-discipline account helps diversify one's portfolio with less complication. Most multi-discipline accounts require a minimum investment of $150,000.
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Portfolio Strategies--Managed represents the next step in our evolution of fee-based investment advisory offerings to clients, building upon a solid foundation of separately managed accounts and multi-discipline account solutions that we provide today," said Dan McNamara, an executive in the bank's investment products group.
Legg Mason will continue to serve as a sub advisor in Smith Barney's Fiduciary Services program and in the existing Multi-Discipline Account Products (MDAs) it manages today, consistent with current arrangements.
Portfolio Strategies - Managed represents the next step in our evolution of fee-based investment advisory offerings to clients, building upon a solid foundation of separately managed accounts and multi-discipline account solutions that we provide today," said Dan McNamara, Investment Products Group executive.
In 2001, Jamie joined Citigroup Asset Management as director of separately managed accounts with a focus on the burgeoning new SMA product known as the multi-discipline account.
a leading full service brokerage and investment banking firm based in Memphis, have formed an alliance to create a new multi-discipline account program to be distributed to clients via Morgan Keegan's Wealth Management Consulting initiative.
Archer MSA provides a robust portfolio management suite of services that include multi-discipline accounts as well as automated reconciliation, performance measurement, reporting, document management, and integrated workflow.
85 trillion by 2010 (source: Forrester Research) Lockwood, the #1 provider of IMAs to independent advisors, will explain: * Why IMAs are becoming the investment of choice for individual investors * How multi-discipline accounts (MDAs), packaged investment strategies and lower minimums are expanding the marketplace * How individual financial advisors are taking advantage of the opportunity and adding IMAs to their services
By offering model portfolios as well as customized portfolios, this program appeals to a wider range of financial advisors and clients than the current generation of multi-discipline accounts.
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