Managed accounts

Managed accounts are financial portfolios that you own, but they're managed by an investment professional.

Managed accounts can be a good fit for individuals and families who prefer to have their investments monitored and managed by experienced financial professionals. For more information, see Managed accounts (

For more information, visit


For additional information on professional designations and the requirements to earn them, visit

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.