Our Capabilities: Wealth Management Platform



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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