Separately Managed Accounts

//Separately Managed Accounts
Separately Managed Accounts 2017-10-12T07:33:26+00:00

Walden can manage your individual portfolio through a separately managed account structure.  Separately managed accounts have several advantages:

  • Tax efficient
  • Tailored to your specific financial and environmental, social and governance (ESG) guidelines
  • Flexible to respond to changes in investment objectives

Please contact us for information on account minimums and fee schedules.