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Basics of Managed Accounts

Francis Investment Counsel

Nov. 20, 2019
Recorded Online

As interest in offering investment advice to plan participants grows, it’s important to understand the benefits and drawbacks of offerings such as managed accounts. Learn the basics in this episode of the Fiduciary Advice @ Work podcast.

Understanding the Basics of Managed Accounts

In this episode, we talk through the basics of managed accounts, including:

  • Why there is growing interest in offering investment advice to plan participants
  • How managed accounts compare and contrast to target retirement date funds
  • The advantages and drawbacks of managed accounts that plan sponsors need to understand


  • Anne Loppnow, Business Development Consultant, Francis Investment Counsel, LLC
  • Cliff Dunteman, CFA, Vice President, Investment Consulting Services, Francis Investment Counsel, LLC
  • Edward Mcilveen, CFA, Director of Research, Francis Investment Counsel, LLC

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