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Separately Managed Accounts

Target the specific needs of affluent individuals with MFS Private Portfolio Management. Our separately managed accounts enable you to offer customized portfolio solutions that were once available only to large institutions. Private Portfolio accounts cover a spectrum of style-specific disciplines, are all managed by MFS Investment Management, and are backed by MFS Original Research.

More flexibility, control, and human touch
Take advantage of these features to better service your clients that have a minimum of $100,000 to invest.

  • Each client has direct ownership of securities in his/her account.
  • Clients are allowed to restrict purchase of specific securities.
  • Tax management is available to address individual tax needs.
  • An in-depth portfolio report evaluates performance.

Check with your home office to see if your firm has a selling agreement for MFS Private Portfolio Management.

 

The investment advisory services offered through MFS Private Portfolio Management are not sold by prospectus.

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