The Interview Process
Manager Selection
Which Is Right For Me?
FAQs

Whether your investment objectives include income, growth or a combination of the two, we can help you take a disciplined approach to investing. Our separately Active Managed Investments Account offers both individual and institutional investors an opportunity to benefit from the professional skills of affiliated and external investment managers. And you can do it on a cost-effective basis.

With a separately managed account you enjoy the benefit of a comprehensive consulting process.

Your separately managed account is a customized portfolio of stocks and/or bonds and cash that is guided by a professional investment manager. The manager buys and sells stock and/or bonds for your portfolio on your behalf.

Because you directly own the securities within your account, you have the option to specify investment restrictions (e.g., no alcohol or tobacco stocks), and you may request tax-loss selling.

One all-inclusive fee arrangement covers all the services we provide. A portion of the annualized fee, based on the total value of your portfolio, is charged to your account each quarter.

Your Financial Advisor helps you assess your goals, address your financial concerns, and monitor your progress.

The Interview Process: How does it help you manage your money?

Manager Selection: Why do you need an investment manager?

Which Is Right For Me?: Basic program comparison.

FAQ's: More answers to your questions.

Investment consulting services are offered at MAM Wealth Management only through investment advisory programs and are not available through traditional brokerage accounts and products. Please speak with a MAM Wealth Management Financial Advisor to further discuss the differences between brokerage and advisory products offered by MAM Wealth Management.

Investments and services are offered through MAM Wealth Management LLC , member NASD and SIPC. ©2007 MAM Wealth Management. All rights reserved.