Investment Products
Bonds & Fixed Income
Stocks & Options
Mutual Funds
ETF's
CD's & Money Markets
Annuities
Managed Accounts
Wealth Management
Managed Accounts
A managed account is an account owned by an individual investor and looked over by an investment professional. It is a personalized portfolio for the individual investor, as opposed to a mutual fund, which is professionally managed on half of all the holders of that fund.
Investors with managed accounts consult with an Alamo Capital professional to determine the individual's specific goals and expectations and the professional then creates an investment plan and monitors the progress of the account.