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Managed Accounts

Separately managed accounts are portfolios that can be customized for individual client accounts. In a managed account, each investor owns their own securities compared to a mutual fund where all investors' money is pooled.

To learn more about our separately managed account (wrap) strategies, please select from the marketing pieces linked below.

Duff & Phelps U.S. REIT SMA

Duff & Phelps U.S. REIT SMA Fact Sheet/Commentary
Duff & Phelps U.S. REIT SMA Fact Sheet/Commentary

KAR Mid Cap Core SMA

KAR Mid Cap Core Portfolio SMA Fact Sheet/Commentary
KAR Mid Cap Core Portfolio SMA Fact Sheet/Commentary
 KAR Mid Cap Core SMA Portfolio Review
KAR Mid Cap Core SMA Portfolio Review
KAR Mid Cap Core Portfolio SMA Presentation
KAR Mid Cap Core Portfolio SMA Presentation

KAR Small Cap Core SMA

KAR Small Cap Core SMA Fact Sheet/Commentary
KAR Small Cap Core SMA Fact Sheet/Commentary
Outsmarting Volatility in Retirement - KAR Small Cap Core SMA Portfolio
Outsmarting Volatility in Retirement - KAR Small Cap Core SMA Portfolio
KAR Small Cap Core SMA Portfolio Review
KAR Small Cap Core SMA Portfolio Review
KAR Small Cap Core SMA Presentation Book
KAR Small Cap Core SMA Presentation Book

KAR Small Cap Quality Value SMA

KAR Small Cap Quality Value SMA Fact Sheet/Commentary
KAR Small Cap Quality Value SMA Fact Sheet/Commentary
Outsmarting Volatility in Retirement - KAR Small Cap Quality Value SMA
Outsmarting Volatility in Retirement - KAR Small Cap Quality Value SMA
KAR Small Cap Quality Value SMA Portfolio Review
KAR Small Cap Quality Value SMA Portfolio Review
KAR Small Cap Quality Value SMA Presentation Book
KAR Small Cap Quality Value SMA Presentation Book

KAR Small Cap Sustainable Growth SMA

KAR Small Cap Sustainable Growth Portfolio SMA Fact Sheet/Commentary
KAR Small Cap Sustainable Growth Portfolio SMA Fact Sheet/Commentary
Outsmarting Volatility in Retirement - KAR Small Cap Sustainable Growth SMA
Outsmarting Volatility in Retirement - KAR Small Cap Sustainable Growth SMA
KAR Small Cap Sustainable Growth SMA Portfolio Review
KAR Small Cap Sustainable Growth SMA Portfolio Review
KAR Small Cap Sustainable Growth SMA Portfolio Presentation
KAR Small Cap Sustainable Growth SMA Portfolio Presentation

KAR Small-Mid Cap Core SMA

KAR Small-Mid Cap Core SMA Fact Sheet/Commentary
KAR Small-Mid Cap Core SMA Fact Sheet/Commentary
KAR Small-Mid Cap Core SMA Portfolio Review
KAR Small-Mid Cap Core SMA Portfolio Review
KAR Small-Mid Cap Core SMA Portfolio Presentation
KAR Small-Mid Cap Core SMA Portfolio Presentation

KAR Small-Mid Cap Quality Value SMA

KAR Small-Mid Cap Quality Value SMA Portfolio Fact Sheet/Commentary
KAR Small-Mid Cap Quality Value SMA Portfolio Fact Sheet/Commentary
KAR Small-Mid Cap Quality Value SMA Portfolio Review
KAR Small-Mid Cap Quality Value SMA Portfolio Review
KAR Small-Mid Cap Quality Value SMA Portfolio Presentation
KAR Small-Mid Cap Quality Value SMA Portfolio Presentation

Seix Intermediate Bond Wrap

Seix Intermediate Bond Wrap Fact Sheet
Seix Intermediate Bond Wrap Fact Sheet
Seix Intermediate Bond Wrap Commentary
Seix Intermediate Bond Wrap Commentary

Seix Core Bond Wrap

Seix Core Bond Wrap Fact Sheet
Seix Core Bond Wrap Fact Sheet
Seix Core Bond Wrap Commentary
Seix Core Bond Wrap Commentary

Seix Enhanced Bond Wrap

Seix Enhanced Bond Wrap Fact Sheet
Seix Enhanced Bond Wrap Fact Sheet
Seix Enhanced Bond Wrap Commentary
Seix Enhanced Bond Wrap Commentary

Seix High Yield Bond Wrap

Seix High Yield Bond Wrap Fact Sheet
Seix High Yield Bond Wrap Fact Sheet
Seix High Yield Bond Wrap Commentary
Seix High Yield Bond Wrap Commentary

SGA International Growth

SGA International Growth SMA Fact Sheet & Commentary
SGA International Growth SMA Fact Sheet & Commentary
SGA International Growth SMA Presentation
SGA International Growth SMA Presentation

SGA U.S. Large Cap Growth

SGA U.S. Large Cap Growth SMA Fact Sheet & Commentary
SGA U.S. Large Cap Growth SMA Fact Sheet & Commentary
SGA U.S. Large Cap Growth SMA Presentation
SGA U.S. Large Cap Growth SMA Presentation