Traditional Investing. Innovative Thinking.
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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.
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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