Managed Accounts

Today’s investors increasingly want the expertise of a professional money manager and the ability to customize their own portfolios. MainStay Investments offers just that combination through managed accounts, which offer:

  • A personalized investment strategy to help meet specific needs and goals, including risk profile, asset allocation and periodic rebalancing.
  • Built-in tax flexibility.
  • The ability to restrict the type of stocks you prefer not to own.

Choose the Boutique You Want to Learn About Today

  • MacKay Shields

    Stability, performance, and service are essential in our commitment to clients.

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  • IndexIQ

    A pioneer in replicating the performance characteristics of hedge funds and its next generation of alternative investments.

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  • Epoch Investment Partners

    A culture of experienced owner-operators with a global perspective.

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IndexIQ® is an indirect wholly owned subsidiary of New York Life Investment Management Holdings LLC. ALPS Distributors, Inc. (ALPS) is the principal underwriter of the ETFs and NYLIFE Distributors LLC is the distributor of the ETFs and mutual fund. NYLIFE Distributors LLC is located at 30 Hudson Street, Jersey City, NJ 07302. ALPS Distributors, Inc. is not affiliated with NYLIFE Distributors LLC. NYLIFE Distributors LLC is a Member FINRA/SIPC.