What are SMA's?
Discover the power of Separately Managed Accounts (SMAs) for a truly personalized investment experience. SMAs are crafted to align with your distinct financial goals, risk tolerance, and preferences, providing direct ownership of underlying securities. The tax efficiency of SMAs can set them apart from mutual funds and ETFs, offering more control over dividends and strategic tax-loss harvesting to optimize your tax liability. While SMAs have higher minimum investment thresholds, their customization benefits can make them a compelling choice when tax-efficiency is an important goal. If you’d like to learn more about SMA’s, give us a call.
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