Millions of investors have opted to pursue their financial goals by investing in mutual funds. However, as wealth has grown over the past few decades, investors have begun to demand greater account flexibility and portfolio customization. Separate Accounts offer investors an investment option that provides professional asset management that can be customized to their individual needs, but also has a higher minimum investment.

Separate account investing can help investors reach individual and specific financial goals by combining the benefits of professional money management with the flexibility and control of owning individual securities.

While Separate Accounts and mutual funds share many common elements, each also offers distinct features that may be advantageous, depending on a specific investor's needs.

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Next: Separate Accounts vs. Mutual Funds

Liquidity
Mutual Funds — Typically, money is available next business day (although redemptions may take up to seven business days).
Separate Accounts — Depending on the securities redeemed, trades may take up to three business days to complete.

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