Managed Account Services

Here at Caterer Goodman, we offer greater transparency and control with 100% liquidity. We use our decades of expertise to create a personalized investment portfolio tailored to your specific needs.

Individualized investment accounts offer superior access to a professional money manager, higher degree of customization and exceptional tax efficiencies.

Who should consider?

  • If you want your investments liquid and 100% accessible.
  • If you don’t have the time or ability to manage your own money

Contact us