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separately managed accounts

There are a growing number of separately managed accounts but it’s important that you understand all of the aspects of an SMA before making any investments. A separately managed account is a portfolio of assets for a given investor that is managed by a professional investment firm. Typically one or more portfolio managers will be responsible for day-to-day decisions for any investments.

Who Do SMAs Help?

While other options such as retail classes of mutual funds and managed strategies have various fees and investment requirements, separately managed accounts target individual investors that aren’t ultra wealthy and therefore don’t have to pay exorbitant fees or meet high requirements. The biggest advantage of an SMA is their highly customizable nature. There are other benefits to consider such as:

  • Tax gain/loss harvesting
  • Lack of embedded capital gains
  • Investments customized by investor/manager decisions

The Risks of SMAs

It’s tough to compare separately managed accounts to any other investment options because the fee structure varies depending on the funds, expenses and other factors in your SMA. SMAs will also need to be closely monitored and require high due-diligence from whoever your portfolio manager is. An honest, qualified portfolio manager can be hard to come by without overspending by thousands but the experienced staff at Landwin have provided investors with quality assistance every step of the way.

The Landwin Difference

Our team has years of experience finding the right commercial real estate investment opportunities to help expand portfolios of all sizes. When you choose Landwin to work with any of your SMAs you get knowledge and dedication toward expanding and growing your portfolio as safely as possible. Keep fees down, avoid the headaches of dealing with less experienced commercial real estate portfolio investments and instead call Landwin today.