A separately managed account (SMA) is a professionally managed portfolio of individual securities and can be customized to match an investor's preferences. Unlike pooled investment vehicles, an SMA ...

Edward Jones has added 53 separately managed accounts it offerings to clients, nearly doubling the amount available, the firm announced. The addition is designed to build out the firm’s suite of ...

Cumberland has used separately managed accounts (SMAs) to execute its fixed-income strategies since the company’s inception in 1973, long before SMAs were popularized in the early 2000s. The reasons ...

SMA municipal fixed-income assets, both taxable and tax-exempt, have grown from $100 billion in 2008 to an estimated $1.2 trillion of the $4 trillion market at the end of Q1 2025. The muni market has ...

Are separate accounts for you? Any time someone says you can "invest like the super-rich," they're missing the point. It's more important to be super-smart about the way you invest. That difference ...

This guide provides a brief overview of the British Virgin Islands (the “BVI”) Approved Investment Manager regime 1 and its suitability and attractiveness for use with Separately Managed Account ...

Tax-managed equity has evolved beyond the traditional long-only playbook. By adding selective shorts and leverage, 130/30 active extension strategies aim to unlock higher alpha while maintaining ...

Trump Media has provided the seed investment to launch these strategies, which give investors access to portfolios built around American values and priorities. The initial lineup includes: Truth ...