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 International ADR Equity
Duff & Phelps International Equity SMA Fact Sheet/Commentary
Duff & Phelps International Equity ADR Strategy SMA Presentation
Duff & Phelps U.S. REIT
Duff & Phelps U.S. REIT SMA Fact Sheet/Commentary
Duff & Phelps U.S. REIT SMA Presentation
KAR Mid Cap Core
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
KAR Small Cap Core SMA Fact Sheet/Commentary
KAR Small Cap Core SMA Portfolio Review
KAR Small Cap Core SMA Presentation Book
KAR Small Cap Quality Value
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
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
KAR Small-Mid Cap 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
Seix Intermediate Bond
Seix Intermediate Bond Wrap Fact Sheet
Seix Intermediate Bond Wrap Commentary
Seix Core Bond
Seix Core Bond Wrap Fact Sheet
Seix Core Bond Wrap Commentary
Seix Enhanced Bond
Seix Enhanced Bond Wrap Fact Sheet
Seix Enhanced Bond Wrap Commentary
Seix High Yield Bond
Seix High Yield Wrap Fact Sheet
Seix High Yield Wrap Commentary
SGA U.S. Large Cap Growth Equity
SGA U.S. Large Cap Growth SMA Fact Sheet & Commentary
SGA U.S. Large Cap Growth Equity SMA Presentation