Separately Managed Accounts (SMAs)

Prosperity Capital Advisors offers separately managed accounts (SMAs) to provide you with solutions that allow you to tailor investment portfolios per client:

  • Individual preferences
  • Risk tolerance
  • Financial goals

We’ve partnered with global asset managers Dimensional Fund Advisors and BlackRock on these unique investment offerings. As a result, they are customizable, tax-efficient, and actively managed.

SMAs can be beneficial because they allow your clients direct ownership of their portfolio’s underlying securities, with diversification across a wide range of asset classes and investment styles.

Our SMAs

BlackRock Fixed Income SMA & Bond Ladders

BlackRock Municipal and Corporate SMAs provide a dedicated investment team from the largest global fixed income manager. These SMAs empower financial professionals like you to offer flexible, value-add investment solutions to a broad set of individual investors.

We also offer Municipal and Corporate Bond Ladders.

Dimensional SMA

Dimensional’s equity-focused SMAs let you offer personalized Dimensional investment solutions to your investors. This SMA features a fixed-income option and daily tax-loss harvesting.

This empowers you to deliver flexible, value-add investment solutions to a broad set of individual investors.

In-House Investment Professionals

A dedicated team stands behind us to help you best leverage SMAs in your clients’ overall financial plans per their distinct objectives and needs. Our investment committee and case design team are highly skilled at providing investment advice in your clients’ best interest.

Our teams serve both Prosperity Capital Advisors-affiliated advisors and RIA partners.

Take Advantage of Our SMAs

Access solutions like these SMAs and our experienced team to broaden how you serve your clients. We’re here to provide support and answer any questions you have. Consider us your resource for informed, efficient investing in your practice.

Reach out via a free 20-minute call to discover what it’s like to work with Prosperity.