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Is a Separately Managed Account Right for You?

Separately Managed Accounts

Do you have the time to monitor market conditions, research investments, and manage the day-to-day activity within your portfolio?  If not, a separately managed account (SMA) may be right for you. 

An SMA is a diversified portfolio of securities administered by a professional money manager using a defined investment strategy.  The potential advantages of an SMA include:
  • Tailored investment strategies for high-net-worth and institutional investors
  • Transparency
  • Tax efficiency and flexibility
Given these potential benefits, our goal is to mitigate market losses during sustained economic downturns in an effort to avoid losses over the long term.  
Stifel offers one of the industry’s largest and most diverse SMA platforms.  Our 200+ investment managers offer more than 700 strategies, including traditional fixed income and equity, custom abilities, tactical and thematic approaches, and more.  



A minimum investment applies within the various investment advisory programs.  There are other costs associated with these programs, including but not limited to:  execution costs for trades effected with other broker-dealers, exchange fees, transfer or other taxes, interest expense, any third-party account or administrative fees, wire transfer fees, any internal expenses charged by mutual funds or other investment companies, and the costs associated with products and services not described in the applicable Advisory Agreement.  Ask a Stifel Financial Advisor for the Advisory Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with these programs.  You should consider all terms and conditions before deciding whether fee-based investing is appropriate for your needs.  Portfolios invest in a wide variety of securities and use a variety of strategies to pursue the objective.  You should carefully review all of the portfolio-related materials that are available to you for a full understanding of the strategy and related risks.