The power of personalized
BlackRock SMAs

The power of personalized

With BlackRock Separately Managed Accounts (SMAs), you can create customized portfolios for your most complex clients and have more time to focus on what matters to you.

BlackRock SMAs allow you to create portfolios tailored to each client

Tax management
Tax management
BlackRock optimizes investment decisions around taxes, year-round.
Individual needs
Individual needs
Each account can be customized to meet specific client goals, like sustainable investing.
Time
Time
BlackRock does the heavy lifting so you can focus on building client relationships and your practice.

We have the same goal: delighting your most important clients

When you need to fire on all cylinders for your most demanding clients, we have your back. From easy on-boarding to expertly tailored portfolios to ongoing communications – BlackRock’s people and technology are here to support you every step of the way.
Expert support on a local level
Expert support on a local level
32 portfolio managers* can be partners to your practice, navigating client conversations & providing personalized services for your clients & advisors across all platforms.
Tax smart onboarding with in-kind transitions
Tax smart onboarding with in-kind transitions
We analyze each client’s existing portfolio to provide tax-optimized transitions across all your asset classes.
Proprietary risk management tools
Proprietary risk management tools
We stress test portfolio for over 30+ scenarios, like rising inflation or election results, to help stay prepared for the unpredictable.
Designed for choice, engineered for outcomes
Each portfolio reflects your client’s individual personality, from their risk tolerance to their values.

With over 30 fixed income, equity and multi-asset strategies and over 20 social screens, there are thousands of possible customizations

Managed accounts
Equity
Personalization at the individual security level, including sector/stock restrictions and ESG screens
Multi-asset
Portfolios built seeking to find the optimal balance of risk and return.
Municipal fixed income
18 credit analysists* to monitor bonds and 90+ counterparts to seek the best pricing.
Taxable fixed income
Portfolios tailored to your clients’ objectives and liquidity needs.
Crossover portfolios
Let your Portfolio Manager opportunistically navigate across municipal and taxable bonds within a single SMA portfolio.