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Investment Advisory Services: Managed / Separately Managed Accounts
Managed / Separately Managed Accounts  

Managed Accounts are a fast-growing, fee-based investment management product for high net worth and ultra high net worth individuals. They started as Separately Managed Accounts (SMAs) and have since evolved into Multiple Strategy Accounts (MSAs) and the rapidly emerging Unified Managed Account (UMA). The appeal of Managed Accounts is the access to professional money managers, high degree of customization and greater tax efficiencies in a fee-based product. Managed account minimums and the cost to operate managed account programs has steadily dropped as technology helps with efficiency and scale. Increasingly, the managed account products are seeing interest from the "mass affluent" as well.

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