Jeremiah Ribasi, B.Comm, PFP®, CIM®,FCSI®
A Separately Managed Account (SMA), is an individual or private account which investors have direct ownership of holdings in portfolio with access to a diversified discretionary investment portfolio overseen by a highly skilled institutional investment manager. SMA's are often reserved for a large pool of capital such as pension funds, corporations, endowments, hospital foundations and trusts who demand a level of attention that cannot be met by retail investment products.
SMA’s provide opportunity and flexibility to address your preferences and unique objectives along with disciplined strategies rather than grouping/pooling your investments with others while providing higher levels of portfolio construction through knowledge, experience and full transparency of your portfolio.
Who is an SMA suitable for?