A managed account is a portfolio targeted to the needs of individual investors, trusts, corporations, not-for-profit and Taft-Hartley Plans that offer the following benefits:
- Direct ownership of securities, added transparency
- Investment flexibility to restrict purchases of specific securities
- Tax management capabilities
Allianz Global Investors Managed Accounts LLC (AGIMA) provides advisory services through wrap and managed account programs that are sponsored by banks, broker-dealers or other investment advisers. AGIMA’s investment strategies are based on model recommendations provided by both affiliated and unaffiliated investment advisers (the “Sub-Advisers”). The affiliated Sub-Advisers that provide investment model recommendations to AGIMA are: Allianz Global Investors Capital LLC (AGIC), NFJ Investment Group LLC, Pacific Investment Management Company LLC (PIMCO), and RCM Capital Management LLC.
Prospective clients should consult their financial advisor about an investment strategy that is appropriate for their investment objectives risk tolerance tax status and liquidity needs. The availability of our Managed Accounts listed below varies across investment firms. Please speak with your financial advisor to learn more.
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