BlackRock Separately Managed Accounts at UBS
Concentrated stock strategies available through BlackRock
SpiderRock Advisors (SRA), BlackRock’s option overlay capability, offers a full range of solutions to help clients manage their concentrated stock positions, while seeking to reduce the overall tax burden.
*$5 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.
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Aperio-BlackRock Active Tax US Large Cap SMA Aperio-BlackRock Active Tax Total US Market SMA Aperio-BlackRock Active Tax Global Indexing SMA Aperio-BlackRock Active Tax Global ex-US SMA -
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Equity Dividend Fact Sheet Global Dividend Fact Sheet Large Cap Value Fact Sheet Technology Opportunities Fact Sheet
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Aperio-BlackRock Active Tax US Large Cap SMA Aperio-BlackRock Active Tax Total US Market SMA Aperio-BlackRock Active Tax Global Indexing SMA Aperio-BlackRock Active Tax Global ex-US SMA -
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Capital Appreciation Fact Sheet Equity Dividend Fact Sheet Global Dividend Fact Sheet Large Cap Value Fact Sheet Technology Opportunities Fact Sheet
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Equity Dividend Fact Sheet Global Dividend Fact Sheet Large Cap Value Fact Sheet Technology Opportunities Fact Sheet
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.