INVESTING VIA MANAGED ACCOUNTS

Raab & Moskowitz offers its clients the possibility of investing via managed accounts. In such way you as a client will open your own segregated brokerage account directly with the Broker. This is an investment account under the form of a Brokerage Trading Account whereas the client is the account holder and as such is the sole owner of the assets deposited in such account. The client is the only one authorised to make deposits and withdrawals from this account. Neither Raab & Moskowitz nor any of its directors or employees will have access to client’s funds.

The client delegates the management of the investments to us by means of a portfolio management contract, on the basis of objectives that have been previously agreed between the parties.

Unlike investments made in Investment Funds, the accounts managed by Raab & Moskowitz provides clients with a real-time overview of the evolution of their investments (real-time access to carried out trades on the portfolio, as well as account balances, daily statistics, etc.). Each account will receive their daily and monthly report directly from the Broker. Additionally, you will be able to follow your account performance via an online dashboard provided by the broker where you can follow the performance of your trading account

The Broker acts as the Principal to clients. The Broker’s role is the one of an execution-only broker, executing in the market the orders that Raab & Moskowitz generates through the selected programmes.

Raab & Moskowitz trades with the Broker through a Multi-Account Manager module (the “MAM”) for optimal trading account management purposes. This sophisticated technology allows our partners to trade multiple accounts simultaneously on a Trading Platform provided by the Broker.

This way, while trading, Raab & Moskowitz sends the orders to the Broker through the online trading platforms and within milliseconds those orders are filled at the best interbank available prices.

The Broker works with multiple banking and non-banking pools of liquidity providers. Banking liquidity providers consist of major prime banks such as Goldman Sachs, UBS, Barclays Bank, BNP Paribas, JP Morgan, Deutsche Bank, Nomura, Commerzbank, Bank of America and Citibank.

The liquidity of the investments is absolute and immediate. There is NO redemption blocked period, clients can invest in or divest of the managed account at any time.

Get our FREE Strategy Reports

Select from Alpha, Alternative, Overlay, and Compounding; or get them all.