Multi-Discipline Account

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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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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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