What is a ‘Managed Account’?

A managed account is, in its simplest form, an investment account that is owned by an individual investor and managed by Musser Capital Advisors.

With a managed account, the investor deposits money with Musser Capital Advisors and we purchase securities for the account. An account managed by Musser Capital Advisors may hold stocks, bonds, mutual funds, or ETF’s on behalf of the client. We will buy and sell assets for the client and according to the client’s investment policy objectives.

It is important to note, a managed account involves fully embracing our fiduciary duty. We must, and do, act in the best interest of the client. Failure to do so may cause us to potentially face civil or criminal penalties.

Managed Accounts can be Tax Advantaged, (Traditional IRA, Roth IRA, Rollover IRA, SEP IRA, etc.) Agency, or Trust accounts.

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