Separately managed accounts (SMAs) are the investment vehicle of choice among high net worth individuals seeking sophisticated investment solutions and direct ownership of securities in their accounts.
Establishing an SMA is a consultative process. SMA investors typically work with their Financial Professionals to establish personal objectives and investment plans. SMA owners also may have access to the portfolio manager, a service usually reserved for institutional clients. A higher level of service than other retail investment solutions is typical, and may include periodic reports summarizing account activity and performance, as well as in-person meetings, conference calls and written commentaries.
Unlike mutual funds, exchange traded funds and other pooled vehicles, SMA investors can:
Our scale provides more resources working for you. BlackRock is one of the largest managers of SMAs with $72.5 billion in assets under management (AUM).* And, as a fiduciary, we are committed to our relationship with you.
Contact your Financial Professional today to get started.