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Separately Managed Account (SMA) Programs
Separately Managed Accounts (also known as Wrap Accounts) are individual investment accounts offered by financial consultants who provide advisory services and are managed by independent money managers using an asset-based fee structure. The Separately Managed Account (SMA) has become one of the industry's fastest growing products and the vehicle of choice for affluent and informed investors who seek a long-term, customized, goals-driven approach to investment planning. If you'd like to know more about the money manager selection process used by the following SMA program sponsor firms, please contact us today for a free consultation.
 
 
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