Lindsey Abbey Lane
Business Development Analyst

Separately Managed Accounts

Walden can manage your individual portfolio through a separately managed account structure.  Separately managed accounts have several advantages:


  • Tax efficient
  • Tailored to your specific financial and environmental, social and governance (ESG) guidelines
  • Flexible to respond to changes in investment objectives


For both individual and institutional investors, the minimum to invest with us in a separate account structure is $3 million. The Walden Mutual Funds are an option for investors with less than $3 million to invest.

For certain investment strategies, the minimums may be higher. Please contact Lindsey Lane for more information on minimums and fee schedules.