WAYS TO GET STRATEGIC

Separately Managed Accounts

  • What: Separately Managed Accounts (SMAs) are portfolios managed by a professional investment firm on the behalf of clients. Although similar to an ETF or mutual fund, SMAs allow for more customization and the clients directly own all of the securities.
  • Benefits: SMAs offer more control over your investments because the portfolio’s asset allocation is tailored for you. Unlike other pooled investments like mutual funds, the performance of the SMA is not impacted by the strategy of others. SMAs can also offer potential tax benefits by helping to reduce your capital gains liability.
  • Why: SMAs are customizable, professionally managed, and offer flexibility, transparency, diversification, as well as tax efficiency.
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Exchange Traded Funds

  • What: Exchange Traded Funds (ETFs) are a basket of securities, shares of which are sold on an exchange. ETFs combine features and potential benefits of mutual funds and stocks.
  • Benefits: ETF shares, like individual stocks, are traded throughout the day. They offer access to numerous strategies and asset classes.
  • Why: ETFs offer trading flexibility, diversification and risk management, lower management fees than comparable mutual funds, dividend reinvestment and tax benefits.
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    The information contained does not reflect the performance of any fund or account managed or serviced by Strategic Investments, and there is no guarantee that investors will experience the type of performance reflected above. There is no guarantee that any historical trend illustrated herein will be repeated in the future, and there is no way to predict precisely when such a trend will begin. There is no guarantee that any market forecast made in this commentary will be realized. The mention of specific securities is not a recommendation or solicitation for any person to buy, sell or hold any particular security and should not be relied upon as investment advice. The views and opinions in the preceding commentary are as of the date of publication and are subject to change without notice. This material represents an assessment of the market environment at a specific point in time, should not be relied upon as investment advice, is not intended to predict or depict performance of any investment and does not constitute a recommendation or an offer for a particular security. We consider the information in this presentation to be accurate, but we do not represent that it is complete or should be relied upon as the sole source of suitability for investment.