Legg Mason Global Asset Management
March 07, 2017
A leading global investment company with specialized expertise in equities, fixed income, and alternatives.

Influence How Your Money is Managed

Want to take an active financial role but seek the comfort of professional guidance? Want the flexibility to diversify strategies while retaining liquidity and potential tax benefits?  Separately Managed Accounts  (also known as  SMAs ) offer active management to match your investment style.

SMAs defined

An SMA is a single investment account comprised of individual stocks, bonds, cash or other securities, tailored to achieve specific investment objectives. Your portfolio manager oversees the investments according to your specific investment objectives.

Put simply, an SMA is for investors who ...

 

Seek the comfort of professional investment guidance and a heightened level of personal service

Still want to take an active role in their financial life

Desire the flexibility to invest in different strategies or styles, while seeking the liquidity and potential tax benefits that come from owning individual securities in separate accounts, versus mutual funds

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