Waddell & Reed

Managed Accounts

Personalize an investment portfolio to reflect your financial goals and investing needs with a managed account. A managed account is a professionally managed, personalized investment portfolio tailored to your goals, investing affinities and unique investment needs. With the guidance of your Waddell & Reed financial advisor, you’ll customize a portfolio with investment vehicles that align with your goals. Throughout the life of your investment, your advisor will monitor and rebalance your portfolio to ensure it remains in tune with your goals and needs.

Take a look at the managed account solutions available through Waddell & Reed. Your financial advisor can guide you to one that fits your situation.

Managed Allocation Portfolios (MAP)
Customize one of five model portfolios with mutual funds aligned to your financial goals, investment time horizon and risk tolerance.

Strategic Portfolio Allocation (SPA)
SPA customizes your portfolio based on the recommendations of a sophisticated computer system that leverages past economic and market data to make decisions.

Separately Managed Accounts (SMA)
A wealth management tool, SMAs allow you to hold individual security types, such as stocks or bonds, in separate accounts.

Unified Managed Account (UMA)
Similar to a SMA, a UMA lets you hold a wide variety of security types in a single account.

Not all account types may be available on all platforms. Some products & services may not be available with all accounts. Brokerage, investment and financial advisory services are made available through Waddell & Reed, Inc., in its capacity as a registered investment adviser. Brokerage accounts cleared through Pershing LLC. For a full description of managed account services, including fees and expenses, review the Advisory Services Informational Brochure or Advisory Services Informational Brochure for your Choice Account.

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