Multi-Discipline Account

You check into the hospital with a set of ailments...Tourette Syndrome, syphilis, Tay-Sachs disease, and a strange foot infection. Your doctors assemble a dream-team of specialists to figure out a treatment plan. A multi-discipline approach.

Okay, now, carry that over to the financial world.

You've got an account with an investment advisor. But you don't just work with one manager. You have a set of sub-accounts, each dedicated to a different asset class or strategy. And each of these has a different specialist attached.

Your bond sub-account has a bond specialist. Your emerging markets sub-account has an emerging markets specialist. Multi-discipline account.