We craft your Separately Managed Account (SMA) to suit your long-term financial goals. SMAs are portfolios tailored to your unique risk and return objectives. They can include — or exclude — particular strategies, asset classes, industries or individual securities, as desired. SMAs also offer you the tax advantages of directly owning individual securities and the expert advice of a professional money manager. Our core mission, and fiduciary obligation, is to optimize client outcomes. In order to do so, we conduct a thorough review of your investment objectives, income needs, and overall risk tolerance to determine which of our portfolios is right for you.