A Registered Investment Advisor and Accounting Firm providing Investment Management through Separately Managed Accounts along with Tax Loss Harvesting, Tax Planning and Tax Preparation Services
Pioneer Financial
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Investment Management
Managed Accounts: Defined
A managed account is the next level of investing. Most people, who invest, purchase a set of mutual funds from a broker and then hope for the best for that portfolio. A managed account supplies an Investment Advisor and an Investment Team who continuously modify your investments to "roll with the changes" of the market.
What's Different
With a managed account, you pre-authorize an Investment Advisor and an Investment Team to create and modify a portfolio that keep you in line with an agreed upon investment strategy. In a non managed account it is you who does the work of the Investment Advisor and Investment team.
Can you do better?
Always. It just takes some effort.
Click this link to find out how much more you would make by doing nothing but receiving a consistently better performance from your investments. At Pioneer Financial, we believe that we can do better for you. And better means more money in your pocket when it counts...at retirement.