Broker Check

Separately Managed Accounts

| October 22, 2018
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For investors who want or need a more customized approach — for example, in order to better manage their tax liability or control individual stock holdings —separately managed accounts (SMAs) have become popular. Historically used by institutional investors and high-net-worth individuals, SMAs are now available to a wider group of investors as an alternative to mutual funds.

Click below to learn more about separately managed accounts (SMAs)


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