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Managed Accounts and Their Benefits
Gentree specializes in providing dedicated account
management services to our private clients. In each case, we adhere
to a disciplined process to ensure we customize the ideal portfolio
for our client’s precise
needs, risk tolerance and preferences.
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| Benefits
of Gentree Managed Accounts |
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You receive a
customized investment plan based on your specific risk tolerance,
performance expectations, liquidity requirements, personal and
family goals, and tax situation. |
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For maximum tax
efficiency and fee transparency, our management fees are tax deductible
and calculated monthly on assets under management, as reflected
on your statement. |
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Your portfolio
strategy is guided and overseen by experienced portfolio management,
supported by a dedicated relationship manager. |
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You receive regular,
individual account reporting detailing your positions, transactions,
performance, and annual tax reporting information. |
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Up-to-date portfolio
information is always available through secure, 24-hour web access
via our Client portal. |
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You enjoy the
ultimate peace of mind, secure in the knowledge that skilled investment
professionals are continually monitoring and assessing your portfolio. |
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