Managed Accounts

Investment Mix
How you diversify your portfolio across different asset classes has been shown to be a critical factor in determining the long-term success of your portfolio. At Canby Financial Advisors, we will help determine an appropriate Investment Mix for your unique needs.

No Hidden Fees
Loads and upfront sales charges are waived on all mutual fund investments in managed accounts. Managed account clients pay a quarterly advisory fee, based on the value of the assets under management.

Frequent Communications
Monthly account statements and detailed quarterly performance reports are sent to all managed account clients. Managed account clients are contacted by their financial advisor at an agreed-upon schedule, and in-person meetings are held at least annually to discuss current investment markets, your personal Investment Mix, and any changes in your financial goals and objectives.

Of course, you are able to access your account information online, and we are available daily to answer any questions you may have as they arise.

Please contact us with your questions or to schedule a meeting via email or at 508.598.1082.

 

Asset allocation programs and diversification do not assure a profit or protect against loss in declining markets. Neither can guarantee that any objective or goal will be achieved.

 

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