Why would I invest in a separately managed account?

November 3, 2021

As investors look for innovative investment strategies that suit their tastes and preferences, asset managers have come to market with new solutions to ensure they are meeting clients where they want to be met. Recently, there has been buzz around direct indexing and customization. The term “direct indexing” is essentially a new spin on separately managed accounts – a well-known investment structure that has been around for decades. (download the PDF for more)

More To Explore

Should I be worried by the recent banking turmoil’s impact on the stock market?

March 2023 was a significant month for banks in the US and globally. On March 10th, Silicon Valley Bank (SIVB) succumbed to a phenomenon called

May 5, 2023

Is dividend-only stock investing a reliable strategy?

Across the advisor community, we often hear individual investors coming to their advisors infatuated with generating investment returns through high dividend-paying stocks. While this strategy

April 3, 2023

Are higher interest rates bad for the stock market?

Investors reading their financial news publications of choice over the last year or so may have come across a headline titled something like “How Higher

March 9, 2023

How does the US Federal deficit affect my investments?

As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the

February 3, 2023

View Entire "Questions of the Month" Library:

Request More Information

EMAIL
info@berglandwealth.com

PHONE
Office: (601) 956-5181
Toll-Free: (800) 588-3517

ADDRESS
Bergland Wealth Management, Inc.
213 Draperton Drive
Suite B
Ridgeland, MS 39157

Location by appointment only

Check the background of your financial professional on FINRA’s BrokerCheck.

Bergland Wealth Management, Inc. is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Bergland Wealth Management, Inc and its investment adviser representatives are properly licensed or exempt from licensure. Please review the firm ADV Part I on Broker Check for additional information. This website is solely for informational purposes. No advice may be rendered by Bergland Wealth Management, Inc unless an agreement is in place. Information on our website is not intended as tax or legal advice. Please consult tax or legal professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security or financial product.

Bergland Wealth Management, Inc. provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Bergland Wealth Management, Inc. is not responsible for errors or omissions in the material on third party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

© 2023 Bergland Wealth Management. All rights reserved.