Investing Ideas

Personalizing portfolios with custom SMAs

Today’s investors want more than just market exposure. Custom SMAs can help tailor a portfolio to align with an investor’s goals, values, and preferences, not just their risk appetite.

Key Takeaways

Custom separately managed accounts (SMAs) allow investors to tailor their portfolios to suit their preferences while maintaining broad market exposure.
Custom SMA screens can help investors achieve a variety of goals by reducing their exposure to an industry, sector, or specific securities.
A broad range of customization options can help tailor portfolios to pursue specific investment goals, tax needs, or preferences.

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Personalizing portfolios with custom SMAs

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