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Separately Managed Accounts

A custom approach to wealth management
It's your wealth. You want it handled with care and properly invested to pursue your unique needs. MFS Private Portfolio Management's separately managed accounts are designed to do just that. With the guidance and insight of your investment professional, you can customize our advisory services for a more precise fit.

Targeted to the needs of high-net-worth individuals, trusts, corporations, not-for-profits, and Taft-Hartley Plans, MFS Private Portfolio Management offers the following benefits:

  • direct ownership of securities in your account
  • flexibility to restrict purchase of specific securities
  • tax management to address specific tax needs
  • global asset management experience of MFS Investment Management, trusted by millions of individuals and thousands of institutions to manage their money

 

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

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