Wealth Management Platform

Multi-Strategy Portfolios (MSP) A Multi-Strategy Portfolio (MSP) is a separately managed account that contains a range of asset classes and investment styles MSPs have proven to be a popular investment vehicle because clients receive:	All the benefits associated with SMAs A professionally-managed asset allocation and ample portfolio diversification A single statement Greater tax efficiency through overlay management


Separately Managed Accounts (SMA) In recent years, SMAs have become the investment vehicle of choice for many financial institutions and their clients. They enable investors to directly own the individual securities, managed by proven institutional-quality investment managers.	SMAs offer several important advantages. An investor can: Request that certain securities or sectors be excluded Avoid the mutual fund year-end “tax trap” Ask the manager to pursue strategies that may result in greater tax efficiency Be assured that investment returns are not influenced by the asset inflows and outflows of other investors. Identify socially-responsive constraints

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