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.

For more information on the Fayez Sarofim & Co. "separate account" product, please call our marketing partners at The Dreyfus Corporation at 1.888.871.0391.