SEPARATELY MANAGED ACCOUNTS (SMAs)

Our firm offers a comprehensive solution for those public entities that are interested in outsourcing the investment process.

The services provided in our SMA include but are not limited to:

  • Setting goals and objectives for the investment portfolio
  • Developing an investment strategy
  • Constructing an investment portfolio within  the parameters of your investment policy
  • Executing trades
  • Actively monitor the portfolio
  • Provide monthly online reporting and in-person quarterly performance reviews