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Separately Managed Accounts

Through our relationship with Pendragon Capital Management, Inc., BrokerageSelect offers clients a choice of customized portfolio construction or participation in a set of portfolios each having a specific investment objective.

Separately Managed Accounts have significant advantages over mutual funds. SMAs can be tailored to specific investment needs. The investment advisor pays attention to issues such as tax efficiency and performance through independent analysis.

For more information about separately managed accounts, please contact Ian  J.  Green at 877-301-1550 or ian@brokerageselect.com. Please visit Pendragon Capital’s website, www.pendragon-capital.com, for information about the investment advisor, and customized and model portfolios.