What is a Separately Managed Account (SMA)?

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?

1. You value active professional investment management.
2. You like to own individual securities in your portfolio but have no time to research companies and want to delegate the process.
3. You own pooled investments such as mutual funds & ETF's and want full transparency in your portfolio holdings and fees.
4. Want the flexibility to customize and control your tax situation while investing for the long term.
5. Would like to design your portfolio according to multiple objectives, risk and time horizon
6. Want a customized fee structure and tax deduct your cost of advise(fees)-reduced fees as your portfolio grows.