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MANAGED ACCOUNTS

LEARN ABOUT OUR MANAGED ACCOUNTS

MANAGED ACCOUNTS

JFTfunds offer manage accounts for retail investors, who have neither the time nor expertise to trade their own account.

A managed account is a type of investment service which selects a group of funds and packages them in an investment portfolio for an individual. The individual investor owns the account, but it’s overseen by a professional money manager whom they’ve hired on their behalf. The manager may buy, sell, or trade assets without the investor’s prior approval.

ALL YOU NEED TO KNOW ABOUT MANAGED ACCOUNTS

What is a Managed Account?

If you’ve researched the world of investment, you’ve probably heard the term “managed account” once or twice. But what does it even mean? Who’s managing what account? If you’re a little fuzzy on the distinction, or in need of a refresher course, this post will equip you with all the necessary information.

Managed Investment Account

A managed account is a type of investment service which selects a group of funds and packages them in an investment portfolio for an individual. The individual investor owns the account, but it’s overseen by a professional money manager whom they’ve hired on their behalf. The manager may buy, sell, or trade assets without the investor’s prior approval -so long as it’s in accordance with the objectives of their client.

How to identify a managed account?

A managed account always involves fiduciary duty, which mandates the manager to act in the best interest of the client or potentially risk facing criminal penalties. To answer the question, “What is a managed account?” it’s best to first become familiar with the various types of accounts investors use to their advantage.

Types of managed accounts

  • Portfolio of stocks
  • Portfolio of mutual funds
  •  Diverse portfolio of funds
  •  Diverse portfolio of assets
  •  Diverse portfolio of crypto
  •  Etc

The Pros of Managed Investing with us

  • Industry knowledge: There are hundreds of thousands of assets to choose from. A financial advisor will understand which ones have the best cost, categorical fit, and historical performance for you.
  • Disciplined process: Your account manager will most likely follow an algorithm or methodology when allocating your funds, taking the guesswork out of your selection process.
  • Expert management: Managed investing can provide you with a diversified portfolio that will better balance risk and reward than typically seen when individuals do this for themselves. Furthermore, your managed portfolio will follow a strategy geared toward your specific financial goals
  • Peace of mind: You save yourself the stress and anxiety of constantly looking at fluctuating numbers as values rise and fall; because professionals are typically experts in handling volatile markets, they can build a portfolio that can help you balance risk and reward. This can give you more confidence that you have a professional taking care of things. With numerous benefits and peace of mind on the line, many investors choose to place their investment strategy into the hands of professionals that know the ins and outs of the industry.
  • Jane has helped hundreds of people invest in their future within nearly 20 years of business. Our proprietary and rigorous methodology that we employ across all of our services was developed by Nobel Laureate Dr. Harry Markowitz. Our methodology was designed with investors in mind; we know that many investors favor balancing avoiding risk while seeking reward, and our methodology is designed to deliver just that.
  • Professional IRA Management: IRA management will allocate the investments in your account to help you reach your goals. We will also advise you on what you need to save to achieve those goals, and can assist you in setting them if you’re unsure where to start. Fill out the questionaire below to help you get started. If you’ve signedup already, simply sign in and receive your personalized investment strategy. You can easily implement our investment strategy tailored to your goals with just a click of a button at no additional cost. If your employer isn’t SIMPLE IRA, we can still help you set a confident path to your retirement goals.

Why choose us?

At JFTfunds, we don’t believe investors should chase the market, and should instead use it to their advantage. Don’t play the lottery with your retirement funds; apply a carefully chosen amount of risk to help you reach your goals and desired outcome.

Our methodology balances avoiding risk while seeking reward and employs a proprietary methodology designed to achieve steady, long-term growth. We can help you make smart tradeoffs while avoiding unnecessary risks..

Our Trading Strategy

Using a discretionary approach, trades are entered manually when a combination of historically proven technical indicators signal a potential low risk entry.

The goal of this strategy is to make few yet conservative trades with the aim of providing the investor with a monthly profit in volatile market conditions, Positions are kept open until such time as either a protective stop order is triggered guaranteeing a safe predefined loss, or a trailing stop/limit order is triggered thus locking in profits.

It should be noted that extremely volatile market conditions may prevent stop/limit orders from being triggered.

Strict money management methods are incorporated in order to preserve capital and produce the maximum return for investors.

So we using a discretionary approach, trades are entered manually when a combination of historically proven technical indicators signal a potential low risk entry and using risk management.

Generally advantage is taken of the spot overnight rollover interest payments made on the leveraged size of the trades.

The managed account Programs use Asset Pairs.

Thinking About Rolling Over?

If you already have a 401(k) or an IRA, roll it over to JFTfunds for managed investing from industry-leading professionals. The process is fast and easy. Most people are unaware of how much their retirement plan is costing them; between account and administrative fees, costs of funds and charges for management advice, a large portion of your potential savings are siphoned off never to be seen again.

JFTfunds doesn’t believe in erroneous charges or hidden fees, and instead offers the entire benefit package within our managed account programs at one low, flat cost.

  • A way to have your investment savings professionally managed and monitored by an expert
  • A great option for those who have little knowledge on what funds to choose or where to invest their money
  • A vehicle to provide income after retirement
  • The best way to gain peace of mind over the thousands of your investment dollars and their security
  • A means of saving time and energy by lifting the need to watch, research, and rebalance your account
    Easy and affordable, when managed by JFTfunds.