Episode 52 - Separately Managed Accounts
from The Momentous Wealth Podcast Hosted by Momentous Wealth Management
It goes by many names, including Seperately Managed Accounts, SMAs, Custom Indexing, Personalized Investing, and more. But no matter what you call it, we have to take notice of the growing popularity of this investment vehicle. According to data from The Cerulli Edge, SMA assets under management grew from $951 billion to $2.1 trillion from 2017-2023. In this episode, Todd and Nik discuss some of the main benefits of SMAs, who they might be good for, and how they have used them in their own practice for their clients.
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