Professionally Managed Accounts

Professionally Managed Accounts are a diversified portfolio of investments assembled and managed by a registered investment advisor on behalf of their client. In contrast to mutual funds, which are professionally managed on behalf of many mutual-fund holders, managed accounts are personalized investment portfolios tailored to the specific needs of the account holder.

Barnum advisors can help monitor, adjust and reallocate portfolio holdings for you.  Learn how. 

Barnum has access to Fund Managers that can help design, monitor, adjust, and reallocate portfolio holdings just for you. Our advisors will strategize with you to ensure that your diversified portfolio of investments is in line with your financial goals and your personal preferences. We’ll look at the bigger picture and make recommendations that reflect what’s most important to you.

Other Investment Resources

Bonds

Whether you want to balance risk within your portfolio or establish a steady income stream, bonds may be the answer.

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Stocks

When you buy stock, you’re purchasing a small piece of a company.

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Annuities

These investment products can help you increase savings, protect your assets, or generate income.

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