DH :: Introduction

As an investment portfolio grows in value, it becomes more critical for an individual investor to make the right moves with the assets in the portfolio. A number of factors, from poor investment performance to unforeseeable tax consequences, can have an adverse impact on the value of the portfolio and make it harder for an investor to stay on track toward his or her investment goals.

For many high net worth individual investors, a separate account provides an effective solution to the challenges they face when managing a large portfolio. By employing an investment manager directly through a separate account, an investor gains access to sophisticated investment strategies and a higher level of personalized service.

In addition, the fee-based compensation structure of a separate account creates an incentive for the investment manager to grow the value of the assets within the managed account, fostering a "win-win" relationship for both the investor and the investment manager.

WHAT BENEFITS
DOES A SEPARATE
ACCOUNT OFFER?

Comprehensive investment services, including investor portfolio management, account administration, performance monitoring and reporting. All services are performed for an annual management fee based on the value of the portfolio under management.
Access to the portfolio management strategies of an experienced and professional money manager.
Tax-efficient management of the investor's portfolio, executing trades in a manner that reduces an investor's potential tax liabilities.
A higher level of personal service and attention from representatives of the investment manager and the financial advisor.

Introduction | Diamond Hill Investments