Separately Managed Account

The ftj | FundChoice Separately Managed Account (SMA) offering simplifies your high net worth client relationship, empowering you to further grow your business. Participants may invest directly in individual stocks and bonds managed within a separate account structure. The account minimum ranges from $250,000 to $1,000,000.

Benefits

With SMAs your clients will have a portfolio that focuses on an asset class and/or a specific strategy such as tax management. You and your clients can interact directly with the third-party strategist who is managing your client portfolio based on the strategies selected.

Current platform SMA Strategists includes: