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Separately Managed Accounts

Separately Managed Accounts (SMAs) are investment accounts offered by financial institutions or investment management firms. They provide investors with a tailored and customized investment strategy using market securities, mutual funds and exchange-traded funds (ETFs).


  • Personalization: SMAs are tailored to meet the specific investment objectives, risk tolerance, and preferences of individual investors. They offer a high level of customization compared to mass-market investment options.
  • Direct Ownership: Investors in SMAs directly own the securities or assets in their accounts. This direct ownership distinguishes SMAs from other investment vehicles, offering more transparency and control over the investment holdings.
  • Professional Management: A team of investment professionals, typically portfolio managers or financial advisors, oversee and manage the SMA. They make investment decisions aligned with the client’s goals and regularly rebalance the portfolio to maintain the desired asset allocation.

It’s crucial for investors to thoroughly understand the terms, fees, and investment strategy of SMAs before committing to them. Consulting with a financial advisor or investment professional can help individuals assess whether an SMA aligns with their financial goals and risk tolerance.