What is an SMA?

Separately Managed Accounts (SMAs) for futures and options are managed by professional asset managers, providing direct ownership of underlying assets. These accounts offer transparency and control to meet specific investment objectives. SMAs prioritize the investor's unique financial goals, making them a popular choice for customized investment solutions in the futures and options markets.

Who Should Consider an SMA?

SMAs are best suited for Institutions, Family Offices, or Individuals. SMAs are an excellent choice for investors looking to optimize their long-term investment strategies with a tailored, transparent, and professionally managed approach.

What are the Advantages?

Customization: Investment strategies are tailored to meet the unique objectives and preferences of the investor, allowing for a more personalized approach than pooled investment vehicles.

Transparency: Investors have direct ownership of the underlying assets, providing clear visibility into the portfolio's holdings and performance.

Professional Management: Experienced asset managers oversee the account, applying their expertise to optimize investment decisions and manage risk effectively.

Tax Efficiency: SMAs allow for personalized tax management strategies, potentially reducing tax liabilities and enhancing after-tax returns.