Q9. Based on the content from this course/text, create a chart (sell sheet) that compares the main features of each of the managed accounts types listed below. You will be responsible for creating the chart and including the features that you are comparing. In doing so, assume that you are the manager of an investment dealer and you are creating this Sell Sheet chart for new advisors at your dealership. This chart will inform the new advisors of each of the different types of managed accounts listed below and all of the details that an advisor would need to promote and administer the accounts effectively. Ensure that the chart includes one cell that provides a general description each type of account is, and also one that describes the type of client each are suitable for. Again, the number of cells you use and the number of features you choose to compare is at your discretion, The chart can be completed in a spreadsheet program, such as MS Excel, then cut and pasted into this assignment. Students must also submit their spreadsheets to the dropbox (if applicable). SUMBIT ONLY ORIGINAL WORK. All answers must be in line with the course content.

• Mutual fund wraps and exchange-traded fund wraps
• Advisor-managed accounts
• Separately managed accounts
• Household accounts
• Private family office