Advantages Of Hiring A Professional Money Manager (Separately Managed Investment Account)

Learn more about our services here: https://www.parallelwealth.com/planning

In this video, Chris Richard from BCV Asset Management joins me to discuss some of the key advantages of a separately managed investment account.

If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your savings plan on track.  You can learn more about our services at https://www.parallelwealth.com/planning or email [email protected]

OUTLINE:
0:00 - What Is A Separately Managed Account
3:09 - Transparency
3:33 - Individual Reporting
3:58 - Tax Efficiency
5:03 - Customization
6:22 - Flexibility
6:47 - Management Focus
7:15 - Summary

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DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.

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