WebJun 12, 2024 · A separately managed account, or SMA, is a portfolio of securities managed (for you) by a professional asset management firm. It’s like having your own private mutual fund—instead of managing a portfolio of securities for a group of investors, the portfolio is being managed for you alone. There are two kinds of SMA: single-style and multiple-style. WebFeb 23, 2024 · A managed account will typically have an ‘assets under management’ fee along with the underlying fees of the investment products. The investment manager should work to outperform their...
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Understanding Separately Managed Accounts Fifth Third Bank
WebSeparately Managed Accounts Fidelity ® Strategic Disciplines and Fidelity Managed FidFolios SM provide personalized, single asset-class portfolios of individual securities … WebRetail Separate Accounts. Separately managed accounts (SMA) are diversified portfolios that can be customized to investors’ individualized financial objectives. Portfolios are … WebA separately managed account (SMA) is a professionally managed portfolio that provides broad-market exposure through direct ownership of individual securities. SMAs can be … bimba shock absorber