BlackRock Separately Managed Accounts at Morgan Stanley

BlackRock works with you to understand your clients’ investment challenges and construct portfolios tailored to their financial goals. Consider a BlackRock separately managed account (SMA).

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The BlackRock difference

Working together, our people and technology help craft solutions to solve for your clients’ most complex investment challenges. BlackRock SMA solutions are built to address a broad range of investment objectives.
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Personalization beyond the ordinary
We offer customized direct index, active equity and fixed income SMAs tailored to meet your clients' unique needs and goals.
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Local partnerships
Our full service coverage model provides access to regional portfolio managers, strategists, and relationship professionals.
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Industry-leading technology
BlackRock's proprietary risk platform helps you identify opportunities and navigate risk in your clients' portfolios.

Concentrated stock strategies now available through BlackRock

SpiderRock Advisors (SRA), BlackRock’s option overlay capability, can help clients manage their concentrated stock positions while seeking to reduce the overall tax burden.

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Tax-efficiently reduce the amount of stock held over time
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De-risk the portfolio without selling the stock
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Generate income to pay the tax bill

Explore options strategies

Explore tax-managed equity strategies

*$1 million client account minimum for option overlays strategies. SpiderRock Advisors, LLC (“SRA”), an investment adviser registered with the SEC and a commodity trading advisor registered with the CFTC, provides discretionary options overlay investment strategies. SRA is an indirect wholly owned subsidiary of BlackRock, Inc.

Now live: New municipal SMAs on Select UMA and CES

BlackRock has launched two municipal SMAs on Morgan Stanley Select UMA and CES, now offering a full suite of fixed income SMAs.
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Now live: New Aperio strategies on Select UMA

Aperio has introduced six tax-managed equity SMAs on Morgan Stanley Select UMA.
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Select UMA (Single contract) CES (Dual contract)
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Ready to get started?

If you’re ready to begin a conversation with us about our suite of SMA solutions, please email your BlackRock representative or reach out to our specialists at (415) 670 4200

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