Banc One Securities has quietly launched a managed account program for its proprietary network of financial advisors. The bank is focusing the Managed Account Portfolios platform primarily on high-net-worth specialists and is currently offering 14 investment managers.

Fully 200 advisors are currently working with the plaform, confirmed a Banc One spokesperson. She added that 155 of those advisors work with high-net-worth investors as part of the Private Client group. Another 45 advisors from the bank's retail group are qualified to work with the platform. Those advisors work in the bank's branch network.

The platform has been live since November 6 of last year, but the bank has not released the amount of assets it has attracted so far. The 14 managers are the program include mostly separate account specialists rather than retail brands.

Style Mandate	Manager
Large Value	Golden Capital Management, LLC
	NWQ Investment Management, LLC
Large Core	Madison Investment Advisors, Inc
Large Growth	Dresdner RCM Global Investors
	McKinley Capital Management, Inc.
	NewBridge Partners, LLC
	Transamerica Investment Management, LLC
Mid Growth	Navellier & Associates, Inc.
Small Value	Fox Asset Management
Small Core	Lotsoff Capital Management
Small Growth	McKinley Capital Management, Inc.
International Equity	Kayne Anderson Rudnick, LLC
	Pinnacle International Management, LLC
Municipal FI	Gannett Welsh & Kotler, LLC
Source: Banc One Securities

 

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