Separately managed accounts are managed portfolios generally made up of individual securities that can be personalized around your needs while focusing on investment objectives.

SMAs are investment accounts owned by individual investors managed by a professional. Gain access to an experienced asset manager helping to make your money work for you. You as the investor own the securities, S&L oversees them on your behalf.

How SMAs Help:

A professionally managed strategy designed to serve a key component of your overall investment portfolio.

As your assets grow your financial picture may become more complex. Take a more sophisticated approach to investing through SMAs.

“Dishonest money dwindles away, but whoever gathers money little by little makes it grow.”

Proverbs 13:11


When you invest in separately managed accounts


Your account managed by a professional asset manager.


A clear view of the individual securities you own, plus access to account details and trade information. Full visibility into everything we do on your behalf.


Direct ownership of securities allows you to request for adjustments, tax-loss harvesting and security or industry restrictions.

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