Advisor Managed Accounts
Build Client Relationships and Expand Kingdom Impact
Advisor managed accounts at ºÚÁÏ³Ô¹Ï allow you to take part in your client’s charitable giving goals by managing the investments in a donor advised fund.
What is an Advisor Managed Account?
An advisor managed account (AMA) is an external brokerage account that can be set up within a donor advised fund and serves as an alternative way to invest a fund’s balance beyond ºÚÁϳԹÏ’s standard offerings, including our biblically responsible investment pools.
This external account is under the discretionary management of a financial advisor who has been recommended by a donor to ºÚÁϳԹÏ.
If your client has opened a donor advised fund with ºÚÁϳԹÏ, they may be able to recommend that ºÚÁÏ³Ô¹Ï partner with you as a financial advisor for the funds within the external brokerage account.
Why Consider an Advisor Managed Account?
1. Connect with your client’s goals.
Help your clients achieve their generosity goals as well as their other financial goals. By working closely with your clients through donor advised funds, you can strengthen your relationships and apply your knowledge and experience to their charitable contributions.
2. Work with your preferred custodian.
Your client trusts you to steward their resources well. Use your experience and insight to maximize the resources they have contributed to a donor advised fund at ºÚÁϳԹÏ, too.
3. Amplify your practice.
Nearly 80% of advisors report that discussing charitable giving with clients has been good for business.
Moreover, the assets in an AMA that you advise can stay under your management fee and structure.
FAQs
How do I set up an AMA?
To open an advisor managed account with ºÚÁϳԹÏ, visit our page where your client will need to complete the donor advised fund (DAF) application.
In the application, your client can indicate their interest and recommend that ºÚÁÏ³Ô¹Ï retain you as an investment manager for the fund.
A donor advised fund at ºÚÁÏ³Ô¹Ï must have a minimum of a $100,000 balance to be eligible to utilize the AMA investment option.
After the DAF is established, we will review the recommended investment manager. Once this is approved, we will work with you to set up the investment accounts.
What is the minimum DAF balance required to establish an AMA?
Advisor managed accounts are available to funds with a minimum average annual balance of $100,000.
What is the maximum DAF balance allowed to be invested in AMA investment option?
There is no maximum amount for an AMA at ºÚÁϳԹÏ. We recommend that up to 90% of a fund balance be invested in an AMA.
What is the minimum for additional AMA investment contributions?
After the initial contribution, there is no minimum for additional contributions to an AMA.
Will all of the donor advised fund balance be invested through the AMA?
Not necessarily. A donor can recommend that some or all of the fund balance be invested.
Can I create an AMA within an existing donor advised fund?
Yes. A donor advised fund must be established before the donor can recommend an investment manager.
A donor advised fund at ºÚÁÏ³Ô¹Ï must have a minimum of a $100,000 balance to be eligible to utilize the AMA investment option.
If you or your client have already set up a donor advised fund at ºÚÁϳԹÏ, to submit the recommendation and initiate the process.
If you or your client have already set up a donor advised fund at a different sponsoring organization, that fund can be easily transferred to ºÚÁÏ³Ô¹Ï as a grant from the existing sponsor.
What types of gifts can my clients contribute to the DAF?
In general, donors may contribute cash and nonliquid assets to a DAF—including stocks, private business equity, real estate, and other assets. In some cases, stock donations may be contributed directly to an AMA. Please contact our team at investments@thesignatry.com or 913.310.0279 if you would like to learn more.
Can the donor recommend grants from a donor advised fund that contains an active AMA?
Yes. Your clients may continue to use the donor advised fund as they normally would.
If the total fund balance is invested with an advisor managed account, the process to recommend a grant may take longer than usual to complete, as divestment from the account will be necessary to fund the grant.
What is the minimum grant amount?
Your clients may recommend grants out of a DAF beginning at $100.
What does it mean that ºÚÁÏ³Ô¹Ï would retain me as an advisor?
ºÚÁÏ³Ô¹Ï allows donors to recommend a financial advisor to manage the investments in a donor advised fund. Because ºÚÁÏ³Ô¹Ï has legal ownership of the assets in the donor advised fund, you are serving as an advisor to ºÚÁÏ³Ô¹Ï when you manage these investments. You can continue to assess fees from the growth in these investment accounts.
Do you have more questions about advisor managed accounts?
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What fees are associated with the AMA investment option?
The investment option fee for AMAs is tiered by investment size, ranging from 25 basis points to 90 basis points. Please see thesignatry.com/fees for more details. In addition, the advisor may also charge an investment management fee.
How can I set up successor advisors/co-successor advisors/beneficiaries?
We encourage all donors who use DAFs at ºÚÁÏ³Ô¹Ï to establish a succession plan. The succession plan can outline successor advisors, beneficiaries, additional financial advisors, and more. You and your client can download our succession plan form at . Please reach out to our Donor Care team with any additional questions.
What is the current money market fund rate?
Our money market pool carries no minimum investment amount and no fees. Current money market fund performance can be found at .
How can I learn more about your internal investment pools for DAFs?
ºÚÁÏ³Ô¹Ï offers biblically responsible investment pools to all DAFs with no minimum balance required. These pools are curated at a variety of risk levels to invest in companies whose core business lines do not conflict with biblical principles.
Currently, our managed pool options are:
- Conservative (Management fee: 35 bps)
- Moderate (Management fee: 75 bps)
- Aggressive (Management fee: 75 bps)
- Money Market (Management fee: 0 bps)
You can learn more about the allocation and performance of each pool at .
Who manages ºÚÁϳԹÏ’s internal investment pools?
We partner with CWC Advisors to manage our biblically responsible investment pools. You can recommend that the dollars in the fund be placed in one (or more) of our pools: conservative, moderate, aggressive, or money market.
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Have Questions?
Contact us if you have questions as you get started. We look forward to serving you.