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 behalf 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.

These accounts are designed to have the expertise of a professional with minimal transactional costs.

Revised 1/3/2012