Our Managed Account Program is for the investor or organization that is looking for a professionally-managed account designed around their specific financial goals and risk tolerance.

The first step of the process is an interview with your TSMH&T Advisory Representative who will determine your financial goals, past investment history, time horizon, risk tolerance and any other information that may be unique to your circumstances.

Based on that information, your Advisory Representative will recommend an investment program which may consist of individual stocks, bonds, mutual funds, or other investments.

When a mutual fund portfolio is selected, your Advisory Representative will tailor your individual portfolio from among the funds we offer. Your advisory Representative will monitor these investments on an ongoing basis.

With the TSMH&T Managed Account Program, you can set your financial future in the right direction with peace of mind that we will be there to help keep your goals on track.