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The Architect Program is the next evolution in unified managed accounts that allows you to achieve enhanced portfolio diversification within one account:
· The flexibility to invest in managed and non-managed investment vehicles – all within one account.
· Convenient approach –– one portfolio and one set of documents;
· Facilitation of tax management;
· Single annual fee (payable or monthly) and low investment minimums;
· Single, comprehensive reporting package;
· Access to a level of diversification previously available only in a complex investment structure using multiple accounts.