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Managed Accounts

Managed accounts are portfolios designed for individuals to match their specific financial needs with portfolio objectives, and managed by professional investment managers. Often these accounts offer an avenue for individuals to access investment managers that are generally available only to institutional-level investors.
Managed account portfolios come in many different structures. Some are for conservative investors, some for more assertive investors and some for those in between. Some portfolios focus on tax managed investing and others on growth investing with less regard for tax consequences. Some portfolios are more focused on generating income and others on growth.
Portfolio holdings can consist of institutional class mutual funds, exchange traded funds or even individual securities.
Managed accounts typically assess quarterly fees to pay for the professional management of the funds.
The benefit to Managed accounts? They are highly diversified and professionally managed – so you can have more confidence because investment professionals are overseeing your portfolio.
Financial Professional located at your credit union can help you determine whether Managed Accounts are the right option for you.

The financial professionals at Envista Investment Advisors are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Envista Credit Union and Envista Investment Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Envista Investment Advisors, and may also be employees of Envista Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Envista Credit Union or Envista Investment Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value
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