Could Your Clients Benefit From an SMA?
August 16, 2024
Separately managed accounts (SMAs) have been around for over 50 years. Here’s what you need to know to determine if one is a good fit for your clients.
Separately managed accounts (SMAs) have been around for over 50 years. Here’s what you need to know to determine if one is a good fit for your clients.
Both mutual funds and separately managed accounts (SMAs) can be effective tools for building diversified portfolios, as they invest in similar asset classes, geographies and underlying securities. But key distinctions set them apart. Use this guide to decide which vehicle makes sense for your individual clients.
Voya has been offering separately managed accounts to high-net-worth investors since the early ’80s, combining the advantages of owning individual securities with the expertise of institutional money management.