
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