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Managed Accounts

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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 a product, select from the marketing pieces below.

Duff & Phelps International ADR Equity Strategy

Duff & Phelps International Equity SMA Fact Sheet/Commentary
Duff & Phelps International Equity SMA Presentation

KAR Mid-Cap Core

KAR Mid Cap Core Portfolio SMA Fact Sheet/Commentary
The Case for a Concentrated Portfolio - KAR White Paper
KAR Mid Cap Core SMA Portfolio Review
The Case for Quality - KAR White Paper
KAR Mid-Cap Core Portfolio SMA Presentation

KAR Small Cap Core

KAR Small Cap Core SMA Fact Sheet/Commentary
KAR Q2 2017 Small Cap Core SMA Portfolio Review Podcast & Transcript
KAR Small Cap Core SMA Portfolio Review
KAR Small Cap Core SMA Presentation Book
Outsmarting Volatility in Retirement - KAR Small Cap Core SMA Portfolio
It's Quality That Matters - KAR Small Cap Core SMA Portfolio
The Case for Quality - KAR White Paper
The Case for a Concentrated Portfolio - KAR White Paper

KAR Small Cap Quality Value

KAR Small-Cap Quality Value SMA Fact Sheet/Commentary
KAR Small Cap Quality Value SMA Portfolio Review
KAR Small Cap Quality Value SMA Presentation Book
The Case for a Concentrated Portfolio - KAR White Paper
The Case for Quality - KAR White Paper

KAR Small Cap Sustainable Growth

KAR Small Cap Sustainable Growth Portfolio SMA Fact Sheet/Commentary
KAR Small Cap Sustainable Growth SMA Portfolio Review
KAR Small Cap Sustainable Growth SMA Portfolio Presentation
The Case for Quality - KAR White Paper
The Case for a Concentrated Portfolio - KAR White Paper

KAR SMID Core

KAR Small-Mid Cap Core SMA Fact Sheet/Commentary
KAR Small-Mid Cap Core SMA Portfolio Review
KAR Small-Mid Cap Core Portfolio SMA Presentation
The Case for a Concentrated Portfolio - KAR White Paper
The Case for Quality - KAR White Paper

Seix Intermediate Bond

SEIX Intermediate Bond SMA Fact Sheet
Seix Intermediate Bond SMA Commentary

Seix Core Bond

Seix Core Bond SMA Fact Sheet
Seix Core Bond SMA Commentary

Seix Enhanced Bond

Seix Enhanced Bond SMA Fact Sheet
Seix Enhanced Bond SMA Commentary

Seix High Yield Bond

Seix High Yield SMA Fact Sheet
Seix High Yield SMA Commentary

Virtus Sector Trend

Virtus Sector Trend SMA Fact Sheet
Virtus Sector Trend SMA Presentation