Our Services

Separately Managed Accounts (SMA)

Separately managed accounts offer a nice complement to core portfolios. Through our platform with Fidelity Investments, we have the added benefit of access to hundreds of specialized investment managers and their respective strategies. A diligent screening process allows us to select the best managers with specialized strategies that we feel supplement the other holdings in your portfolio. Over the years, we have built relationships with several separate account managers that limit access to a select group of investment advisors. It is this exclusivity that ultimately benefits your portfolio, helping you achieve your financial goals. Our main objective is to help grow your portfolio; through our exclusive access and strategic partnerships with SMA’s, we are able to add an unmatched expertise to your portfolio.

Our Approach

We target several investing disciplines in our separately managed accounts: domestic fixed income, U.S. equities, international equities, international fixed income, and hedge funds. Having the ability to tailor your portfolio allocations across these asset classes in addition to your core holdings will yield additional diversification and help smooth the overall volatility of your portfolio.

Fixed Income

For retirees and high net worth individuals, a quality fixed income solution may be the most important component of your portfolio. Deriving investment income from your portfolio is paramount. Finding safe and consistent yield, while minimizing taxable income requires a detailed approach and constant attention. Within the fixed income space, we target managers specializing in the following disciplines:

  • Municipal bond ladders
  • Short duration, high yield corporate bonds

Domestic Equities

Within an SMA, you actually buy the underlying company security or stock, which differs from investing in mutual funds where you buy a share of the fund. This leads to increased flexibility in managing tax liabilities. Some of these SMA’s have a more focused approach, concentrating on a specific sector of the market that is undervalued. Within the domestic equity arena, we target managers specializing in the following disciplines:

  • Large Cap
  • Mid Cap
  • Small Cap

International Equities & Fixed Income

Internationally, we target managers that have intimate knowledge of the economic landscape, companies, and credit markets abroad. Having “boots” on the ground in international regions delivers a competitive advantage in finding value and upside potential for you. Furthermore, we believe smaller SMA’s are more nimble in finding unique opportunities in the international markets. Within the international equity and fixed income area, we target managers specializing in the following:

  • Large, mid & small cap international equities in developed markets
  • Emerging markets
  • Foreign Debt Acquisition

Hedge Funds

Over several market cycles, the value of hedge funds is evident through their low correlation to the broader market and absolute return emphasis. We seek to identify funds that have tenured management teams, minimal drawdown periods, and unique strategies that will further diversify your portfolio. Our platform offers the opportunity to access these excellent funds at substantially lower minimums. However, it is important to note that access to our hedge fund platform is limited to accredited and qualified investors. If you are unsure of your status, we are happy to assist in determining it. Within the hedge fund space, we target fund managers specializing in the following:

  • Long/Short equity
  • Multi-Strategy
  • Global macro
  • Event-Driven
  • Merger Arbitrage
  • Credit/Distressed