A separately managed account (SMA) is a portfolio of assets managed by a professional investment firm. In the United States, the vast majority of such firms are called registered investment advisors .

Separately managed accounts let advisors customize investments to meet client goals. ... For example, capital losses within an SMA can be harvested to offset realized gains outside the portfolio.

While debates rage about the relative merits of mutual funds and exchange-traded funds, the biggest change to asset management is taking place elsewhere: in a surge of separately managed accounts ...

Separately managed accounts. Mutual funds. Exchange-traded ... Dimensional’s current SMAs and the new UMA are open to investors with minimum account sizes of $500,000. “As an example, in the ...

If, for example, a family office wanted to allocate 60% of a portfolio to Bitcoin and 40% to Ethereum, an SMA could be tailored to this allocation as a streamlined avenue for crypto exposure.

Separately managed accounts (SMAs) allow clients to harvest losses throughout the year and decide when to realize gains, providing an opportunity for tax deferral and boosting investment growth ...

Howard Capital Management developed a math-based risk management indicator designed to remove emotion from the investment process.

Investors’ aversion to paying taxes is as strong as ever, and asset managers are expanding their toolkits to provide more solutions in separately managed accounts. SMAs have one big advantage ...

If, for example, a family office wanted to allocate 60% of a portfolio to Bitcoin and 40% to Ethereum, an SMA could be tailored to this allocation as a streamlined avenue for crypto exposure.

The recent approval by the SEC of spot Bitcoin ETFs was nothing short of historic, offering a new avenue for safe and compliant access to the largest cryptocurrency. Since January 10, there have ...

The recent approval by the SEC of spot Bitcoin ETFs was nothing short of historic, offering a new avenue for safe and compliant access to the largest cryptocurrency. Since January 10, there have been ...