Diversified Managed Allocations

Good Diversification Investing Requires the Right Expertise

Diversified Managed Allocations (DMA) is an investment program for clients with at least US$150,000, which combines separately managed account portfolios that are strategically allocated across various market capitalizations, styles and risk tolerances all in a single account.

You and your Prentice Management Corp investment executive create an asset allocation strategy and assemble a customized portfolio designed to meet your financial objectives.

How DMA Works

There are two main choices you have with a DMA account:

• An Optimal Blend option, a risk-based portfolio constructed with diverse, yet complementary, investment managers
• A Customized Portfolio option using two or more DMA managers

The DMA service includes quarterly performance reporting and market commentary showing your account returns benchmarked against market indices, and portfolio rebalancing when necessary.

Let Prentice Management Corp help guide you to your lifetime goals by tailoring a DMA investment plan to your unique needs.

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To find out more about how Prentice Management Corp can help you build your wealth, contact us today.