Managed Accounts

Target your financial destination with a personalized advisory program.

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Gain sharp perspective — and clear direction — for your financial journey with Managed Allocation Portfolios.

Your financial goals are based on your personal aspirations, not chosen from a list. When you collaborate with an advisor you gain clarity as you move toward your goals. Reaching your goals means putting yourself on a customized path to your long-term destination.

How do you get started?

Without clear direction, the journey can seem overwhelming. But you don’t have to go it alone. With guidance from an advisor, an advisory program can be a key resource and part of a complete financial plan. Advisory programs offer you:

  • Personalized profile
  • Customized investment models
  • Independent analysis
  • Investment guidance and expertise
  • Financial planning tools
  • Periodic rebalancing

Let us be the guide to your financial future.

Based on a questionnaire designed to help determine your specific financial goals, investment time horizon and your risk tolerance, your financial advisor will match your profile to a model portfolio best suited for you.

Advisory programs are optimized to provide the best opportunity to maximize return based on your objectives and risk profile. An asset-based fee structure offers one annual fee with no per-transaction commissions.

Here's how it works:

How MAP Works

Situations in your life can — and will — change, requiring you to make important decisions, including how you reshape your long-term investment strategy. With an advisory program, and guidance from your Waddell & Reed financial advisor, you can expect plenty of support in helping you make these critical choices, including:

  • Consistent review
  • Flexibility
  • Model portfolios

Let a Waddell & Reed financial advisor be your guide — someone who is wholly committed to you and your specific investment objectives. 

 

Find an Advisor

Consider all factors. Please remember that an investment in a mutual fund involves risk. The investment return and principal value of an investment will fluctuate, and shares, when redeemed, may be worth more or less than their original cost. Participation in a managed allocation portfolio account (MAP) is not necessary to purchase mutual fund shares offered within the MAP Program. Shares of the mutual funds in MAP Program portfolios may be purchased directly from your financial advisor. However, these shares may have a front-end load or back-end charges, which do not apply to shares in the MAP Program portfolio. Some products & services may not be available with all accounts.

For a full description of MAP and other investment advisory products, including fees and expenses, review the Advisory Services Brochure for Waddell & Reed Classic Investment Advisory Programs and/or the Advisory Services Brochure for Waddell & Reed Choice Investment Advisory Programs, as appropriate depending on your investment needs and the product minimum qualifications for the products discussed in each brochure. Mutual fund expenses, as described in fund prospectuses, apply. Securities products and investment advisory services are made available through Waddell & Reed, Inc., in its capacity as a broker-dealer and federally registered investment adviser.

Before investing, investors should consider carefully the investment objectives, risks, charges and expenses of a mutual fund. This and other important information is contained in the prospectus and summary prospectus, which may be obtained here or from a financial advisor. Read it carefully before investing.

National Save for Retirement Week

While saving for retirement should be a year round commitment, National Save for Retirement Week is a great time to review your existing retirement plan to make sure you are on track to retire comfortably.

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Since 1937, Waddell & Reed has built an advisor-focused, client-centered culture and has been unceasingly dedicated to creating an environment where you can achieve success.

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