Our Professionally Managed Account Program provides our clients with customized and professional investment advisory services. It provides access to Separate Account Managers, select mutual funds and exchange-traded funds (ETFs) through one fee-based program, as well as professional tax preparation services from H&R Block.¹

The Professionally Managed Account Program provides you with:

Your H&R Block Financial Advisor will work with you to develop an asset allocation model based on your investment goals. Your portfolio will be customized using a wide range of investment options, including Separate Account Managers, mutual funds and exchange traded funds (ETFs). You and your advisor will review your portfolio to ensure it continues to meet your goals and to make adjustments as needed.

Expertise of Professional Money Managers

The Professionally Managed Account Program offers you access to a select group of independent, highly qualified Separate Account Managers. SAMs provide professional portfolio management for a particular asset class and/or investment style on a discretionary basis. They will make investment decisions and execute transactions in your account on your behalf.

Personalized Advice and Guidance

Your H&R Block Financial Advisor will help you identify your financial objectives, risk tolerance and time horizon. Your advisor is also available to answer questions, review your investment plan, monitor the performance of your portfolio, and offer ongoing support to help keep you on track with your objectives.

The Professionally Managed Account Program provides you with a quarterly performance report that allows you to monitor your portfolio and compare its performance against industry measurements. This detailed report reflects performance returns for the most recent quarter, year-to-date, and since inception. Additionally, the quarterly performance report will summarize holdings, cost basis, market value, short-term and long-term gain or loss, asset allocation and performance. It's an easy-to-read tool designed to provide you with the information you need to easily assess the status of your investments.

Professional Tax Services

The Professionally Managed Account Program includes professional tax preparation services from H&R Block. Working with you and your H&R Block Financial Advisor, your H&R Block Tax Professional can help you take advantage of tax opportunities associated with the capital gains or losses of your investments and identify year-round tax saving strategies. No matter how complicated your taxes, a Tax Professional can also show you how to take advantage of recent tax law changes and plan ahead to save on your taxes for next year. By using a combination of our investment and tax planning and preparation services, you can benefit from an integrated approach that truly makes working with the H&R Block family of companies unique.

To find out more about opening a Professionally Managed Account, talk with your H&R Block financial advisor. Program available in most states.

To find an H&R Block Financial Advisor in your area, please visit our office locator tool or call 1-866-295-7912.

¹Separate Account Managers in the Professionally Managed Account Program will be acting with discretion in your account to manage your portfolio. All investment recommendations will be based upon your responses to an investment questionnaire. Stated preferences for investments will ultimately determine the portfolio allocation and investment recommendations.