Some clients may prefer
to access Fayez Sarofim & Co. investment services through their
broker's sponsored Wrap program. Typically, these clients would
like to have a Fayez Sarofim & Co. managed account in their
portfolio but also desire the advice and support of a full service
broker on issues such as asset allocation or retirement planning.
A Fayez Sarofim & Co. "separate account" within a
broker's Wrap program enables a client to have direct stock ownership
(as opposed to mutual funds) and provides the benefits of the Sarofim
investment philosophy while maintaining broker oversight. Broker
minimums for this product are typically $100,000.
information on the Fayez Sarofim & Co. "separate account"
product, please call our marketing partners at The Dreyfus Corporation