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Van Kampen Separately Managed Accounts
Looking for a more tailored approach to money management? Van Kampen
Separately Managed Accounts represent a cost-effective opportunity
to benefit from the professional skills of some of the
industry’s top money managers. Through a Van Kampen Separately Managed Account, you can
benefit from many of the same services that institutional investors
demand.
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A separately managed account is a professionally managed portfolio of
securities owned directly by you with a single,
all-inclusive fee based on the amount of assets.
Although separate accounts are not appropriate for every investor,
they feature a number of benefits, for high-net-worth investors:
- Customization. Your portfolio can be tailored to fit
your investing preferences (for example you can restrict the
portfolio from owning tobacco or gambling securities.)
- Active portfolio management. Your portfolio is
constantly monitored and securities are traded in a manner that
seeks to take
advantage of developing opportunities and avoid undue risk.
- Style consistency. You can be certain that your assets
will be managed in strict accordance with the portfolio's stated
strategy, without the risk
that comes from "style drift."
- Direct ownership. Unlike a mutual fund, you own the
securities in your account--your money is not commingled with
other investors' assets.
- Tax sensitivity. Because you own the securities in your
account, trades can be executed, in the most tax efficient manner
possible.
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A Van Kampen Separately Managed Account:
- Is an investment account that is
professionally managed according to a strategy you choose. Unlike mutual funds
(which are pooled investments), assets
invested in Separately Managed Accounts are not commingled with
those of other investors.
- Seeks to combine the benefits of professional money management
with the flexibility, control and potential tax advantages of
owning individual securities.
- Can be particularly appropriate for investors with significant
assets who have long-term financial goals and special tax
considerations.
- Charges a convenient all-inclusive management fee —
calculated as a percentage of assets under management — and charged to your
account each quarter.
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Account?
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Van Kampen SMA Specialist Territories