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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  • Epoch Investment Partners

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

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