What is an SMA?
Pros and Cons to a Seperately Managed Account
A Separately Managed Account (SMA) is a privately managed investment account owned by an investor seeking to manage a pool of individual assets. SMA's have been around since the 1970s, and a vast majority of the firms that offer SMA's are Registered Investment Advisor's (RIA). An SMA is commonly utilized by high net worth investors to provide an opportunity to invest in specific strategies like Socially Responsible Investing (SRI).
Investment advisory services offered through Inspire Advisors, LLC , a Registered Investment Adviser with the SEC.
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