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Wrap / Separately Managed Accounts
For clients who prefer accessing Fayez Sarofim & Co. via a platform rather than directly, wrap accounts provide them with the stability of our investment strategies alongside the advisement of a full-service brokerage professional. Including one of our “separate accounts” within a broker’s wrap program means clients are able to own Sarofim stocks directly rather than through a mutual fund.
For more information on the Fayez Sarofim & Co. separate account product, please call our marketing partners at BNY Mellon at 1-888-871-0391.