Azure Managed Investments

Azure Managed Investments are separately managed accounts that offer a wide range of options to meet a variety of investment and diversification needs. They offer tax and portfolio customization, transparency and dedicated investment teams to help you reach your financial goals. 

Azure Managed Investments are designed for investors who are looking for the following benefits:

Tailored tax management strategies

Keep more of your money invested rather than paying taxes. 

Enhanced customization

Portfolio adjustments are personalized based on your unique preferences. 

Complete transparency

You’ll have a clear picture of what you own, any changes in your holdings and how each component of your portfolio is performing. 

Expertise at work

Our global money managers navigate market conditions, select securities and adjust the strategy as needed to help you meet your goals.