SMAs are individual investment portfolios (as opposed to “pooled assets”) offered through financial consultants who provide advisory services, and managed by professional investment advisors. SMAs have an asset-based fee structure.
What differentiates Separately Managed Accounts from the competition?
We are committed to providing consistent investment management services that seek to achieve strong performance results in order to help our clients meet their financial objectives. We have recruited experienced managed accounts professionals and provided them with the mandate and resources to build a significant managed accounts business. Furthermore, we understand the importance of strong client support and the necessary internal marketing and sales support associated with it. Finally, we remain true to our discipline and style of management so that you, the client, receive the management expertise you are seeking to handle your investments.
Typically, the account size minimum is $100,000; however, that amount may vary depending on product and sponsor firm. Please speak with your financial consultant regarding individual account size minimum.
Does Separately Managed Accounts accept restricted accounts?
Yes, Separately Managed Accounts accepts accounts where clients can place restrictions on individual holdings, such as no tobacco, no alcohol, or no nuclear power.
Does Separately Managed Accounts accept transition portfolios?
Yes, we accept transition portfolios. Our portfolio teams have a strategy in place where we work with our clients on a multi-year transition process to suit their individual needs.
In order to open an account, you will need to contact your financial consultant. Together you can determine the portfolio(s) that best fit your investment time horizon and risk profile.
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