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A GUIDE TO SEPARATELY MANAGED ACCOUNTS
Additional Information
Separately managed accounts (SMAs) play an important role in providing investors choice in how they access professional investment management. They also offer the flexibility to tailor a portfolio that is responsive to the needs of high net worth individuals.
WHAT IS AN SMA?
An SMA is an investment vehicle composed of stocks, bonds, cash or other individual securities overseen by a professional money manager. The unique structure of an SMA provides the flexibility to customize the portfolio to address clients’ personal preferences and investment objectives.
With an SMA, investors benefit from direct ownership of securities, versus investing in a mutual fund or exchange-traded funds (ETFs), where your money is pooled with that of other investors. This difference is key to understanding the many advantages of an SMA, and what SMAs offer.
SMAs offer:
Customization
Greater tax efficiency
Transparency
Professional Management
A personalized approach
With TGA Capital Management, investors benefit from:
The depth of resources of the third-largest provider of SMAs†
The largest provider of SMAs offered through model-delivery platforms
A full spectrum of capabilities that include equity, fixed-income, balanced, and customized portfolios. The sustainable investing expertise of affiliate managers –via our institutional custodian Charles Schwab & Co., Inc Investment affiliates known for tenured management teams and decades of experience in their respective investment styles. TGA Capital Management and its Investment Advisor Representative can help you better understand the benefits of SMAs and the importance of working with an SMA leader like TGA Capital Management.
Click below to learn more about how TGA Capital Management suite of separately managed accounts may help you reach your financial goals.
Call us today at 1-508-224-9646 or schedule a free consultation online today.
This is not a solicitation nor recommendation to buy or sell a securities nor to imply any tax or legal advice, always seek a registered investment advisor to attain your risk/averse attitude and investment suitability before investing. All information is considered accurate and reliable, however, due to changing market, economic, taxation, institutional, and other pertinent potential cycles and variations, future results cannot be guaranteed by past performance and should be monitored on a continual periodic systematic basis to provide current advisory recommendations that meets the client short-term potential deviations and management disciplined style, while advisory provides solely long-term recommendations.
