Distribution Channels for Separately Managed Assets
| Distribution Channels | |
|---|---|
| Custom Account Access (CAA) |
Suited for an individual investor who requires custom portfolio management and has unique investment or tax restrictions. The investor will have direct access to the portfolio management team via meetings or conference calls. |
| Model Account Access (MAA) |
Suited for an individual investor who wants the portfolio to be managed in line with RCM’s investment model without any restrictions. The investor will have direct access to the portfolio management team via quarterly conference calls. |
| Managed Account Program (MAP) |
Separately managed accounts offered to clients through financial intermediaries and sponsors. |
