Separately Managed Accounts
Discover tailored investment strategies designed to meet your unique financial goals with BMA Advisors.
What Are Separately Managed Accounts?
An introductory paragraph explaining the concept of SMAs in clear, accessible language, highlighting how they offer a more direct and personalized investment approach compared to traditional mutual funds.
An SMA is a private portfolio of assets managed by a professional investment firm. Unlike mutual funds where assets are pooled, with an SMA, you directly own the individual securities in your account. This provides a level of transparency, control, and customization that is ideal for sophisticated investors.
Invest in Our SMA
The evolution from managed funds to direct ownership.
We've moved beyond the one-size-fits-all approach of traditional managed funds. Our Separately Managed Accounts represent the next step in investment personalization, giving you the power of direct ownership and a portfolio crafted exclusively around your financial landscape and ethical considerations. Experience a partnership where your investment strategy evolves with you.
The BMA Advantage: Benefits of SMAs
Our Separately Managed Accounts are structured to provide significant advantages, ensuring your portfolio is as unique as your financial aspirations.
Higher Return Potential
Custom strategies aim to outperform benchmarks by capitalizing on specific market opportunities.
Managed by Professionals
Your portfolio is actively managed by our team of experienced financial advisors and investment experts.
Direct Ownership & Tailoring
Modify your portfolio based on unique needs, risk tolerance, or social and ethical preferences.
Cost-Effectiveness
Potentially lower management fees and greater tax efficiency compared to traditional funds.
Enhanced Responsiveness
Quickly adapt your investment strategy in response to changing market conditions or personal circumstances.
Real-time Transparency
Access detailed, real-time reporting on all holdings and performance within your account.
How SMAs Compare
Understand the key differences between Separately Managed Accounts and other common investment vehicles.
Aspect | BMA SMAs | Mutual Funds | ETFs |
|---|---|---|---|
| Portfolio Customization | check_circleFully Tailored | cancelStandardized | cancelStandardized |
| Tax Efficiency | check_circleHigh (Tax-loss harvesting) | cancelLow (Embedded gains) | remove_circleModerate |
| Transparency | check_circleFull (Direct ownership) | cancelLimited (Periodic reports) | check_circleHigh (Daily holdings) |
| Client Relationship | check_circleDirect & Personal | cancelImpersonal | cancelImpersonal |
| Ideal Investor | HNW individuals seeking bespoke strategies & control. | Retail investors seeking broad, simple diversification. | Investors looking for low-cost, passive market exposure. |
Advisory Mandates We Offer
We provide flexible advisory styles to match your desired level of involvement in your portfolio's management.
Discretionary Portfolio Advisory
For clients who prefer to delegate the day-to-day investment decisions to our expert team, our Discretionary service provides comprehensive portfolio management. We act on your behalf, making timely adjustments to align with your long-term strategy and the market's dynamics, allowing you to focus on your other priorities with peace of mind.
Ready to Build Your Tailored Portfolio?
Connect with one of our specialists to explore how a Separately Managed Account can be structured to meet your specific financial objectives.
Contact BMA Sales Representative