The Preferred Advisor program is offered as both a non-discretionary and discretionary program. The Preferred Advisor Non-Discretionary program is designed to allow you to make the investment decisions in your account, while having full access, through your Preferred Advisor, to Morgan Keegan's extensive resources. In the Preferred Advisor Discretionary program, you grant Morgan Keegan and the designated Preferred Advisor complete and unlimited discretionary trading authorization. The Preferred Advisor assists clients in defining their investment objectives and then builds and manages a portfolio in accordance with those objectives.
Resources
Morgan Keegan's extensive resources in the area of stock and bond research as well as comprehensive financial services, are all available to our Preferred Advisor participants.
Fees
Similar to the other WMS Preferred programs, the fee level is based on the level of assets in the account.
Performance Review
Once the investments have been selected for your portfolio, your financial advisor will continue to evaluate performance and the resulting progress toward your stated objectives. This ongoing review process also allows your financial advisor to monitor each investment's adherence to your philosophy.
Other features and services
- Development of investment objectives
- Development of a written investment policy statement
- Evaluation of past investment performance and asset allocation
- Quarterly economic analysis and commentary
- Online access to Morgan Keegan's award-winning equity research as it is published via Morgan Keegan Client Access.
