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

DPIM U.S. REIT Strategy SMA Presentation
KAR Mid Cap Core SMA

KAR Mid Cap Core Portfolio SMA Fact Sheet/Commentary

KAR Mid Cap Core SMA Portfolio Review

KAR Mid Cap Core Portfolio SMA Presentation
KAR Small Cap Core SMA

KAR Small Cap Core SMA Fact Sheet/Commentary

Outsmarting Volatility in Retirement - KAR Small Cap Core SMA Portfolio

KAR Small Cap Core SMA Portfolio Review

KAR Small Cap Core SMA Presentation Book
KAR Small Cap Quality Value SMA

KAR Small Cap Quality Value SMA Fact Sheet/Commentary

Outsmarting Volatility in Retirement - KAR Small Cap Quality Value SMA

KAR Small Cap Quality Value SMA Portfolio Review

KAR Small Cap Quality Value SMA Presentation Book
KAR Small Cap Sustainable Growth SMA

KAR Small Cap Sustainable Growth Portfolio SMA Fact Sheet/Commentary

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 Presentation
KAR Small-Mid Cap Core SMA

KAR Small-Mid Cap Core SMA Fact Sheet/Commentary

KAR Small-Mid Cap Core SMA Portfolio Review

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 Review

KAR Small-Mid Cap Quality Value SMA Portfolio Presentation
Seix Intermediate Bond Wrap

Seix Intermediate Bond Wrap Fact Sheet

Seix Intermediate Bond Wrap Commentary
Seix Core Bond Wrap

Seix Core Bond Wrap Fact Sheet

Seix Core Bond Wrap Commentary
Seix Enhanced Bond Wrap

Seix Enhanced Bond Wrap Fact Sheet

Seix Enhanced Bond Wrap Commentary
Seix High Yield Bond Wrap

Seix High Yield Bond Wrap Fact Sheet

Seix High Yield Bond Wrap Commentary
SGA International Growth

SGA International Growth SMA Fact Sheet & Commentary

SGA International Growth SMA Presentation

SGA: A Natural Emphasis on ESG
SGA U.S. Large Cap Growth

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

SGA U.S. Large Cap Growth SMA Presentation

Spotlight On: SGA U.S. Large Cap Growth SMA

SGA: A Natural Emphasis on ESG