Separately Managed Accounts

The Fortrust separately managed accounts are designed as a tailored portfolio made up of private market investments that is customized to meet a single investor’s needs, personal values, goals and objectives. This is a portfolio of securities that is professionally managed separately from other portfolios. This product is an attractive option for high-net-worth investors and corporate institutions managers, those who want more control and transparency over their investment portfolio. This product has a higher required minimum investment and may be ideal for those with more cash to invest upfront. 

Expert Help