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.