SMA Capital offers investment management to institutions like foundations and pensions through separately managed accounts. Clients choose an investment strategy, and SMA Capital manages the account based on the client's objectives and guidelines. SMA Capital invests in various securities and financial instruments, aiming for attractive returns while prioritizing capital preservation.
Assets Under Management$520M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
SMA Capital manages investments for institutions through separately managed accounts. The fees are determined by the investment management agreement with each client and are approved and paid by the account owners. These fees do not include brokerage commissions, transaction fees, or custodial fees.
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