FIRST, CONSIDER OTHER INVESTMENT VEHICLES

Small-size separate accounts aren't nearly as diversified as mutual funds

DEMAND EXCELLENCE

Select a program at a brokerage, mutual-fund company, or specialty separate-account shop that offers the most choices in investment style and top-notch managers

CHOOSE FLEXIBILITY

Buy programs that allow stock customization and screening according to your investment criteria

CALL THE SHOTS

Don't expect your separate-account manager or broker to make all the right choices for you

Before it's here, it's on the Bloomberg Terminal. LEARN MORE