Examples of Separately Managed Account in a sentence
Your Separately Managed Account must maintain a minimum value of $500,000.
Within the program, LPL offers two alternatives – the Separately Managed Account Platform (the “SMA Platform”) and the Model Portfolio Platform (the “MP Platform” and collectively, the “Platforms”).
The State will invest the funds of the Investor in a Separately Managed Account for the benefit of the Investor, pursuant to RCW 43.250.
These strategies are intended to pursue an attractive balance of cost-efficient core global equity exposure and managed equity options overlay strategies, and are delivered in a tax-efficient Separately Managed Account.
Separately Managed Account Program ("SMA") The Investment Professionals also provide the Separately Managed Account Program ("SMA"), in which the client and/or the Investment Professional can select the investment advisory services of professional portfolio management firms ("Portfolio Managers") and their different investment styles for the individual management of the client’s account.