Preferred Portfolio Management

Separately Managed Fixed
Income Accounts

Preferred Portfolio Management combines BlackRock’s expertise in fixed income and separately managed accounts – and offers you a consultative, comprehensive approach to help achieve your individual investment goals. Your Portfolio Manager and Financial Professional can recommend an investment strategy tailored to your specific needs, taking into consideration your investment objectives, time horizon, income and liquidity needs, as well as tax and other concerns.

Our scale provides more resources working for you. BlackRock is one of the largest managers of SMAs with $72.5 billion in assets under management (AUM). And, as a fiduciary, we are committed to our relationship with you, including:

• Risk profiling and investment strategy recommendations
• Ability to customize your portfolio
• Ongoing management of your portfolio
• Quarterly performance reporting
• Consultations via conference calls, as well as annual in-person meetings to discuss the progress of your portfolio

Institutional-Quality Fixed Income Strategies - $250,000 (minimum investment)

You have access to institutional-quality fixed income strategies that utilize BlackRock’s scale, research and risk management capabilities to help provide you with a variety of investment solutions.

Customized Solutions - $350,000 (minimum investment)

Your Portfolio Manager can work with your Financial Professional to customize your portfolio (e.g., duration, maturity, sector, coupon, credit quality and state) specifically to help meet your unique investment needs.

Personalized Service - $1 Million (minimum investment)

Your Portfolio Manager can conduct account analyses and partner with your Financial Professional to recommend investment strategies.