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As a service to our business owners and other high net worth clients, CSG offers Asset Management Accounts through a platform provided by Dain Rauscher, one of the Country’s leading Brokerage Firms. The specific Program is called Resource II, and enables companies, individuals, Trusts, Foundations, etc. with as little as $100,000 to place monies under professional management by top ranked institutional money managers whose normal minimums range from $1.0 million to $10.0 million or more.
This program offers a choice of more than one hundred different money managers and styles. As with commercial funding and the sale of Pension Plans, we take a purely consultative approach, working with clients to help select the correct manager, or managers, based on goals, risk tolerance, time horizon, etc.; whether you seek an Aggressive Small Cap Growth Stock Manager for speculative funds; or an Intermediate Bond Manger to achieve higher returns than a money market for your company’s liquid reserves with minimal risk.
Separately Managed Accounts are NOT mutual funds. They offer a way to invest with:
No cost to open or close an account No commissions or transaction charges Your own tax cost basis The ability to "fully invest" unlike mutual funds which must hold cash for liquidity to cover days with net redemptions The ability to check your account daily on the internet to view holdings, transactions, and value, etc. Can be funded with cash or securities
For more information, please contact us during normal business hours, 8 AM to 6 PM Eastern, at 1-800-941-1725, and a properly licensed, experienced representative will be assigned to you. |
