How does a separately managed account (ie. My own stock/bond portfolio) with Conner Management Group differ from a mutual fund or pooled account?
A separately managed account is an investment account managed by professionals in which you own the securities, not units of a mutual fund. Because of this, separately managed accounts are more transparent than mutual funds or other pooled investment vehicles as you can see what companies you are invested in. Separate accounts also allow your investment manager to address your personal investment goals more specifically and they allow you to take advantage of certain tax efficiencies that are unavailable when you invest exclusively in a fund.