A separately managed account (SMA) is a custom investment portfolio that a professional asset manager manages on behalf of an ...

Bill Harris is the CEO & founder of Evergreen Wealth. He's founded/led eight fintech companies, including PayPal, and Personal Capital. Over the past 150 years, the world of individual investing has ...

A separately managed account (SMA) is a professionally managed portfolio of individual securities and can be customized to match an investor's preferences. Unlike pooled investment vehicles, an SMA ...

A unified managed account, or UMA, is a single investment account that brings together multiple types of assets. This structure makes it easier for investors to view their holdings, monitor ...

As advisors move beyond portfolio selection as their primary offering, many of the outside firms that help them provide managed accounts to clients are setting a priority on tax services. Processing ...

Global Adaptive Capital Appreciation Managed Account Portfolio returned 2.51% (gross) and the 60% MSCI ACWI / 40% Bloomberg Glb Agg 3-5 Yr Index returned 2.23%. Overweight exposure to equities ...