Separately Managed Accounts

//Separately Managed Accounts
Separately Managed Accounts 2018-02-16T17:08:48+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

If you are an individual investor, the following minimum initial investments apply:

  • Accounts comprised of individually managed assets: $2,000,000
  • Accounts invested solely in mutual funds: $500,000

If you are an institutional investor, please contact us for information on product-specific minimums.