What's the difference between separately managed accounts and mutual funds? | Financial Advisor FAQ

What’s the difference between a separately managed account and a mutual fund?

Chris Cooke, Partner, Wealth Advisor, answers this frequently asked question.

If you want more of a custom investment portfolio built for your financial situation then you may want to consider a separately managed account.

To learn more, please feel free to contact the Cooke Financial Group and we’d be happy to discuss your specific financial goals.

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Founded in 1969, the Cooke Financial Group is an independent financial advisory practice that helps families achieve financial peace of mind with unbiased investment strategies.

We have seen remarkable changes over the years between numerous market cycles and economic shifts. This experience allows us to provide thoughtful time-tested strategies so you can prosper in today’s investment environment.

Based in Indianapolis, our Wealth Advisors are regularly recognized as some of the best in the country, and #1 in Indiana, for comprehensive financial planning and wealth management.

In 2022 the Cooke Financial Group earned:
Top 250 Wealth Advisors in America - Forbes / SHOOK Research
#1 and #2 Wealth Advisors in Indiana - Forbes / SHOOK Research
Top 1,200 Wealth Advisors - Barron's
50 Advisors to Watch (Over $1B) - AdvisorHub
Best Indianapolis Financial Advisors - Expertise.com
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Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Cooke Financial Group, LLC is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.