SEPARATELY MANAGED ACCOUNT (SMA)

Separately Managed Accounts (SMAs) offer a unique way to invest that is tailored specifically to your needs and preferences. With SMAs, you directly own a diversified portfolio of individual stocks and bonds, which is managed by professional investment managers.

Why choose SMAs?

Well, they provide a higher level of customisation and personalisation. Your investment manager takes into account your financial goals, how much risk you’re comfortable with, and your preferences to create a portfolio that’s just right for you. This means your investments are aligned with your unique circumstances and objectives.

Transparency and control are also key benefits of SMAs. You can see exactly which stocks and bonds are in your portfolio, giving you a clear understanding of where your money is invested. This transparency allows you to make informed decisions and stay in control of your investments. Additionally, SMAs often offer tax management strategies to help minimise your taxes and improve your after-tax returns.

One of the biggest advantages of SMAs is the access to professional investment management expertise. Experienced investment professionals carefully research, analyse, and monitor your portfolio to maximise returns while managing risk effectively.

At Vogue Advisory Group, we specialise in offering SMAs designed to meet your specific investment goals. Our team of skilled investment managers works closely with you to understand your objectives and preferences. We prioritise transparency, customisation, and expertise to deliver investment outcomes that align with your needs.

Experience the benefits of personalised investing with a Separately Managed Account. Contact Vogue Advisory Group today or fill out the form below to speak with our knowledgeable financial advisors. Together, we’ll create a tailored investment strategy that helps you achieve your financial goals.