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Retail Separate Accounts

Separately managed accounts (SMA) are diversified portfolios that can be customized to investors’ individualized financial objectives. Portfolios are actively managed, but each investor directly owns the securities in their account. To learn more about our retail separate account offerings, please select from the list of strategies below.

Product Offerings

  • Product
  • Asset Class
  • Investment Partner
  • Symbol
  • Presentation
  • Fact Sheet
Product Asset Class Investment Partner Symbol Presentation Fact Sheet
Duff & Phelps U.S. REIT SMA Alternative Duff & Phelps Investment Management Co.
KAR Mid Cap Core SMA Equity Kayne Anderson Rudnick Investment Management, LLC
KAR Small Cap Core SMA Equity Kayne Anderson Rudnick Investment Management, LLC
KAR Small Cap Quality Value SMA Equity Kayne Anderson Rudnick Investment Management, LLC
KAR Small Cap Sustainable Growth SMA Equity Kayne Anderson Rudnick Investment Management, LLC
KAR Small-Mid Cap Core SMA Equity Kayne Anderson Rudnick Investment Management, LLC
KAR Small-Mid Cap Quality Value SMA Equity Kayne Anderson Rudnick Investment Management, LLC
KAR Small-Mid Cap Sustainable Growth SMA Equity Kayne Anderson Rudnick Investment Management, LLC NA
Seix Core Bond Wrap Fixed Income Seix Investment Advisors LLC
Seix Enhanced Bond Wrap Fixed Income Seix Investment Advisors LLC
Seix High Yield Bond Wrap Fixed Income Seix Investment Advisors LLC
Seix Intermediate Bond Wrap Fixed Income Seix Investment Advisors LLC
SGA Emerging Markets Growth SMA International/Global Sustainable Growth Advisers, LP.
SGA Global Growth SMA International/Global Sustainable Growth Advisers, LP.
SGA International Growth SMA International/Global Sustainable Growth Advisers, LP.
SGA U.S. Large Cap Growth SMA Equity Sustainable Growth Advisers, LP.
Name Asset Class Investment Partner CUSIP Presentation Fact Sheet
Duff & Phelps Investment Management Co. Logo
Kayne Anderson Rudnick Investment Management, LLC Logo
Logo - Seix

Sustainable Growth Advisers Logo