Managed Accounts

A managed portfolio account allows you to work closely with a professional to evaluate your financial situation and define your goals.  Then we develop an investment plan to help you reach them.

A managed account from FBT Advisors, Inc. offers:

• Integrated management that takes into account ALL aspects of your financial situation. 
• Ongoing monitoring of your portfolio 
• Coordination of key specialties such as insurance, tax and legal advice 
• A flat rate fee structure which saves you money over transaction based account management

With a managed account you will benefit from professional money management and asset allocation with a comprehensive approach to long term investing.  The result is a diversified portfolio that matches your unique requirements.

Our services include:

• Investment Advisory Services 
• Investment Management and Supervisory Services 
• Personal & Business Consultation Services 
• Financial Planning Services 
• Educational Workshops and Seminars

Call or email us today to see if a managed account is right for your financial situation.