Take a more personalized approach to your portfolio management

Why you should consider separate account management?
Separate accounts offer the benefit of diversification and professional money management like mutual funds, but unlike mutual funds they provide a number of other advantages, some are:

1. Access to Institutional Money Managers
Tilton Asset Management works closely with institutional money managers, to whom you normally might not have access - and you can choose different money managers for different investment disciplines.

2. Portfolio Customization and Control
You can tailor the portfolio to your individual needs, such as by
choosing not to hold specific securities. Plus, you own the securities,
which are in an account managed by your money manager.

3. Tax Benefits
The individual securities that comprise your portfolio are purchased at the time you open each separate account - establishing your cost basis of each security at that point. Therefore, you are only subject to the gains and losses on your own account - and not on any unrealized gains in an existing portfolio.

Separate Accounts: A choice for your investments
With individually owned securities, greater choice, the flexibility to customize, and unique tax advantages, separate accounts can be a viable alternative to traditionally managed investment products for sophisticated investors with significant assets.

Click here to learn more about separate accounts.

Click here to find out why we use Fidelity Investments as a custodian.