Our separately managed account programs allow individual investors with direct access to global investment managers, many of whom were once only available to institutional investors.
Separate Accounts (SMA)
- Investor enjoys direct ownership of securities in the portfolio allowing for greater control, more flexibility, and tax advantages over other investment vehicles
- Ideal for clients seeking long-term, customized approach to investment planning
Advisor Directed Unified Managed Account (UMA)
- Combines investment expertise of experience asset managers in multiple investment programs into a single portfolio
- Delivers the benefits of traditional SMA account models, mutual funds, and ETFs in a single diversified portfolio
- Diversification – gradual rebalancing in an effort to avoid potentially poorly-timed shifts
- Comprehensive performance reporting
Multi-Manager Account (MMA)
- Combines the investment expertise of two or more experienced asset managers into a single portfolio
- Diversification – one lead portfolio manager keeps the portfolio in balance with a particular asset allocation strategy
- Comprehensive performance reporting
Representative as Portfolio Manager
- Advisors develop and manage a unique investment strategy tailored to meet the goals and objectives of their clients
- The investment plan is designed to fit within the individual clients’ risk tolerance