Separately Managed Accounts
Discover tailored investment strategies designed to meet your unique financial goals with BMA Investment Advisors.
What Are Separately Managed Accounts?
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.
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