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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 | Real Estate Duff & Phelps Investment Management Co.
KAR Mid Cap Core SMA Equity | Domestic Equity Kayne Anderson Rudnick Investment Management, LLC
KAR Mid Cap Sustainable Growth SMA Equity | Domestic Equity Kayne Anderson Rudnick Investment Management, LLC
KAR Small Cap Core SMA Equity | Domestic Equity Kayne Anderson Rudnick Investment Management, LLC
KAR Small Cap Quality Value SMA Equity | Domestic Equity Kayne Anderson Rudnick Investment Management, LLC
KAR Small Cap Sustainable Growth SMA Equity | Domestic Equity Kayne Anderson Rudnick Investment Management, LLC
KAR Small-Mid Cap Core SMA Equity | Domestic Equity Kayne Anderson Rudnick Investment Management, LLC
KAR Small-Mid Cap Quality Value SMA Equity | Domestic Equity Kayne Anderson Rudnick Investment Management, LLC
KAR Small-Mid Cap Sustainable Growth SMA Equity | Domestic Equity Kayne Anderson Rudnick Investment Management, LLC
NFJ All-Cap Value SMA Equity | Domestic Equity NFJ Investment Group, LLC
NFJ Dividend Value SMA Equity | Domestic Equity NFJ Investment Group, LLC
NFJ International Value SMA Equity | Global Equity NFJ Investment Group, LLC
NFJ Large-Cap Value SMA Equity | Domestic Equity NFJ Investment Group, LLC
NFJ Mid-Cap Value SMA Equity | Domestic Equity NFJ Investment Group, LLC
NFJ Small-Cap Value SMA Equity | Domestic Equity NFJ Investment Group, LLC
Seix Core Bond Wrap Fixed Income | Investment Grade Seix Investment Advisors LLC
Seix High Yield Bond Wrap Fixed Income | Leveraged Finance Seix Investment Advisors LLC
Seix Intermediate Bond Wrap Fixed Income | Investment Grade Seix Investment Advisors LLC
SGA Emerging Markets Growth SMA Equity | International Equity Sustainable Growth Advisers, LP.
SGA Global Growth SMA Equity | Global Equity Sustainable Growth Advisers, LP.
SGA International Growth SMA Equity | International Equity Sustainable Growth Advisers, LP.
SGA U.S. Large Cap Growth SMA Equity | Domestic Equity Sustainable Growth Advisers, LP.
Virtus AllianzGI Global Sustainability SMA Equity | Specialty Equity Allianz Global Investors U.S. LLC
Name Asset Class Investment Partner CUSIP Presentation Fact Sheet
Allianz Logo transparent 960 x 600Duff & Phelps Investment Management Co. (DPIM) Logo 960x600 Transparent PrimaryNFJ logo transparent 960 x 600Kayne Anderson Rudnick Investment Management, LLC (KAR) Logo 960x600 Transparent PrimarySeix Logo 960x600 Transparent PrimarySustainable Growth Advisers (SGA) Logo 960x600 Transparent Primary