Our clients cover a wide spectrum — from investment professionals to individual investors, to pension funds, endowments, and 401(k) sponsors. Find out how to make the smart choice and invest with us below.
FOR INDIVIDUAL INVESTORS
> Invest Through Your Investment Professional
Contact your investment professional and consult with them regarding your interest in our products. Print Mutual Fund Offerings from Managers Investment Group to begin the conversation with your investment professional.
> Invest Directly In Your Account With Us
We offer a complete list of account types. Individual investors can open an account with Managers Investment Group in one of three ways:
Online: Select and download account forms online, print them, complete them, and mail them to us with your investment. Visit Applications and Forms to begin this process.
By Phone: Call one of our Client Service Associates at 800.548.4539. We'll answer any questions you may have as well as mail to you all the paperwork you need.
By Mail: You can order the forms you need online and have them mailed to you. Once received please complete and mail the required forms to us with your investment.
Once your account is open you will have online access to your account 24/7 and phone access to our client service department during regular business hours.
> Invest Through a Fund Marketplace
Mutual Fund Offerings from Managers Investment Group are available at nearly all retail, discount, and online brokerages. Find our products by searching for the mutual fund ticker on your mutual fund marketplace.
Questions? Speak with one of our Client Service Associates at 800.548.4539
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FOR INVESTMENT PROFESSIONALS
> Independent Investment Advisors
Our wide selection of mutual funds and separately managed accounts are available on the largest independent advisor networks including Schwab Institutional, Fidelity, and TD Ameritrade.
Questions? Speak with one of our Regional Managers at 888.368.4197.
> National Broker Dealer
Mutual funds and separate account strategies are broadly available on the largest intermediaries in the U.S., including Merrill Lynch, Smith Barney, Morgan Stanley, and Wachovia.
Questions? Call one of our Client Service Associates at 800.368.4410.
> Financial Planners
We offer single investment products and a total portfolio solution, ManagersChoice, to suit financial planners.
Questions? Call 888.368.0079 to find out more about our offering.
FOR INSTITUTIONS
> For Plan Sponsors
We offer comprehensive advisory services for defined contribution plans that tap the full spectrum of products and capabilities available at Managers Investment Group.
Questions? Contact Chris Brunner at 312.424.1161 or chris.brunner@managersinvest.com.
> For Institutional Clients
Managers Investment Group, through its relationship with AMG, acts as center point of contact for a number of independent, very high quality, institution investment boutiques exclusively focused on the sub-advisory market, including First Quadrant, Renaissance Investment Management, and Systematic Financial Management.
Questions? Contact Ray Liberatore at 617.948.2620 or ray.liberatore@managersinvest.com.
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Disclosure
Investors should carefully consider the fund's investment objectives, risks, charges, and expenses before investing. For this and other information, please call 800.835.3879 or download a free prospectus. Read it carefully before investing or sending money.
AMG is an asset management company with equity investments in a diverse group of boutique investment management firms. AMG’s strategy is to generate growth through the internal growth of its existing Affiliates, as well as through investments in new Affiliates. AMG’s innovative transaction structure allows individual members of each Affiliate’s management team to retain or receive significant direct equity ownership in their firm while maintaining operating autonomy. In addition, AMG provides centralized assistance to its Affiliates in strategic matters, marketing, distribution, product development and operations.
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