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Investing Ideas
Custom separately managed accounts
Four key use cases where custom SMAs may offer clear benefits
Key Takeaways
- Custom SMAs can be tailored to personal investment goals, adjusting their holdings to suit a variety of investment styles and preferences while remaining focused on tax planning and tax management.
- Tax losses can be harvested on an ongoing basis with custom SMAs.
- Use cases include diversifying concentrated portfolios and preparing for future tax events.
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Custom Separately Managed Accounts
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Separately Managed Accounts
Showcase your value to clients with SMAs, which allow you to offer personalization, tax-efficient investing, and transparency into their portfolios.
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