Managed Accounts

Setup a personalized and separate investment account, with a professional asset manager, we take care of the rest.

Separately Managed Accounts (SMA) or Individually Managed Accounts (IMA) are a transparent way to work with a professional asset/wealth manager while having full visibility into every trade or investment made into your portfolio. 

All your investments are made into a full segregated, non-pooled account.  You have full visibility and control over that account, with a professional manager overseeing and executing the investments.  Costs are kept to a minimum over other managed investments.  

Transparency, control, personalization and tax efficiency. If you’re looking for more of any of those within your current investment portfolio, then investigating Separately Managed Accounts or Individually Managed Accounts may be the answer.