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Special offer ends on 12/31/2008 .  |
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| Tuesday | 9.00AM - 5.00PM |
| Wednesday | 9.00AM - 5.00PM |
| Thursday | 9.00AM - 5.00PM |
| Friday | 9.00AM - 5.00PM |
| Saturday | Closed |
| Sunday | Closed |
Pioneer Financial
(Map
)
34 Bridge Street,
South Hadley,
MA
01075
(413) 315-4958
Whether you refer to them as "individually managed accounts" or "separately managed accounts", managed accounts have gone mainstream. To understand why they have such a strong appeal to investors, consider the history of professional money management. Think back to the robber barons. Those industry titans made their money in heavy industry and then hired professional money managers to oversee their wealth. With minimum investment requirements of $1 million, the services of these money managers have historically been well out of reach of the average investor…but not anymore.
Not Just for the Wealthy anymore
In the past, these types of accounts were only used by the very wealthy due to the fact that a person needed over $1 million to even be considered for professional management. With recent changes in technology and efficiency, those account minimums have now been reduced to $25 thousand making professional management now available to the average investor. With already $2 trillion currently invested in managed accounts, their popularity is growing.1 Indeed, managed account assets are expected to reach $3.4 trillion by 2011.2
Managed Accounts Means Personal Attention
Inside managed accounts an investment team is created. The team is led by Pioneer Financial who begins the process with a ‘discovery’ session with the client. Based on the discovery session, Pioneer hires the appropriate asset managers in the appropriate asset classes for your savings goals. Pioneer then puts the team to work where they create the portfolio, manage the holdings on a day to day basis and then make appropriate changes as the market conditions or your life conditions may change.
Copyright 2008 Pioneer Financial
