Phillip Managed Accounts
Phillip Managed Accounts (PMA) are individually managed investment accounts that can help you grow your wealth over the medium to long term.
We offer a varied suite of PMA services, catering to investors with different risk profiles and needs. Working with your financial advisor representative, you will be able to select the appropriate PMA service that best fits your particular situation.
In the management of portfolios across our PMA services, we draw on the knowledge, skills and experience of our team of dedicated investment professionals. For us, investing is not just about managing your wealth today, but helping you realize the future that you are looking forward to. We aim to achieve success in this regard with the right balance of return and risk.
Features of PMA Services
- Individual portfolios of securities and/or funds.
- Active management with tactical moves into cash/cash equivalent and/or money market fund.
- Focus on positive returns over the medium to long-term and not benchmarked to any market index.
- Funding flexibility with cash and/or existing investments.
- Ease of injection and withdrawal of funds.
- Transparency with online access and monthly statements.
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