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| Financial Professional Support |
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MainStay Managed Accounts is committed to providing comprehensive client service support to help Financial Professionals meet the challenges of today's marketplace, while helping their clients build effective portfolios.
This commitment is underlined by the superior services we provide:
- Our Managed Accounts Group
Staffed with seasoned professionals who understand the investment, marketing, operational, and servicing requirements necessary for a successful managed accounts business.
- Client Servicing Center
Assistance is only a phone call away through our toll-free call center. Call 800-695-9950, option 3.
- Wholesalers
We have more than 35 regionally located throughout the United States, offering hands-on support and guidance.
- On-Site Meetings
Support is available via one-on-one meetings, conference calls, and value-added presentations, where applicable.
- Comprehensive Web Site
This online site can be a valuable resource, offering an overview of Separately Managed Accounts capabilities, a Portfolio Center, investment team biographies, and a link to download literature.
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The Valued Financial Professional
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MainStay Managed Accounts believes the Financial Professional is essential in providing individual solutions tailored to investors' needs. As an experienced professional, the Financial Professional helps build effective investment portfolios based upon each investor's financial objective.
In fact, the Financial Professional serves as a direct link to the investment process, sharing knowledge with investors, acting as a third party to help monitor the performance of investments and investment managers. Because this role is so important to the success of managed accounts, MainStay Managed Accounts has made a firm commitment to providing every Financial Professional with ongoing training and comprehensive client service support that will help them to meet the challenges of an ever-changing marketplace.
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