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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
Seix Core 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 Equity Sustainable Growth Advisers, LP.
SGA Global Growth SMA Equity Sustainable Growth Advisers, LP.
SGA International Growth SMA Equity Sustainable Growth Advisers, LP.
SGA U.S. Large Cap Growth SMA Equity Sustainable Growth Advisers, LP.
Virtus AllianzGI Global Sustainability SMA Equity Allianz Global Investors U.S. LLC
Virtus NFJ All-Cap Value SMA Equity NFJ Investment Group, LLC
Virtus NFJ Dividend Value SMA Equity NFJ Investment Group, LLC
Virtus NFJ International Value SMA Equity NFJ Investment Group, LLC
Virtus NFJ Large-Cap Value SMA Equity NFJ Investment Group, LLC
Virtus NFJ Mid-Cap Value SMA Equity NFJ Investment Group, LLC
Virtus NFJ Small-Cap Value SMA Equity NFJ Investment Group, 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