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
