Managed Accounts

Managed Accounts Division

Financial Intermediaries who want to offer clients an institutional-caliber platform turn to TCW's Managed Accounts program. They turn to TCW because of its excellent long-term performance, superior client service, and broad array of support materials offered to assist Financial Intermediaries meet their clients' needs. Financial Intermediaries feel confident recommending the TCW Managed Accounts platform to their clients since TCW has passed a rigorous due diligence screening process as well as for the high level of service they receive.

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Asset Class Product Name Investment Team Select
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U.S. Equities TCW Concentrated Core Strategy Craig C. Blum, CFA
U.S. Equities TCW Relative Value Large Cap Strategy Diane E. Jaffee, CFA
U.S. Equities TCW Relative Value Dividend Appreciation Strategy Diane E. Jaffee, CFA
U.S. Equities TCW Relative Value Mid Cap Strategy Diane E. Jaffee, CFA
U.S. Equities TCW Concentrated Value Strategy Tom McKissick 
John Snider
U.S. Equities TCW Relative Value Balanced Strategy Diane E. Jaffee, CFA
U.S. Equities TCW Balanced Strategy Craig C. Blum, CFA