Separate Managed Accounts for Investing

Separate Managed Accounts (SMAs)

We offer separate 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, these offerings are customizable, tax-efficient and actively managed.

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

Our SMAs

Learn more about our tailored SMAs from BlackRock and Dimensional.

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 empowers you to offer flexible, value-add investment solutions to a broad set of individual investors. It also features a fixed-income option and daily tax-loss harvesting.

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 investment advice in your clients’ best interest. They also provide you with resources as a PCA-affiliated advisor and RIA partner.

Take Advantage of Our SMAs

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

Reach out via a free 20-minute call today to discover what it’s like to work with us!

Schedule a Call

Holistic Financial Planning

Holistic financial planning takes a 360-degree look at the client's situation to better understand their short-term and long-term goals for both their life and their money.

Whether planning for high-net-worth clients or the average local retiree—it's about more than just bringing them the latest investment opportunity or finding the right portfolio.

A holistic financial plan offers financial advisors a solution for any individual's economic puzzle. The advisor can develop a one-of-a-kind proposal to maximize their customer's wealth, health, and happiness while minimizing any potential tax pitfalls and managing gaps in the market.

More About Holistic Financial Planning

Practice Management

Building a sustainable and lasting wealth management firm requires vision and action. With the shifting of client needs, older methods for delivering a holistic financial plan are no longer sustainable.

In order to create a business that does not require every hour of the lead advisor’s attention, the business strategy should include plans to manage and build up the talent they bring in, along with a documented structure for how to guide customers through each step of the investment process.

Building a process does not only ensure that clients receive the same experience even if they are not working with the lead advisor. It also ensures that compliance reviews for best interest practices are easier to prove when the process has been well-documented

About Financial Practice Management

Profitable Business Lines

What are the most profitable business lines for financial advisors and their clients?

There are tons of ways you can gain new clients and grow your business—online seminars, live events, social media, search engine optimization, television appearances, etc. And while this type of marketing certainly deserves your attention, it’s a slow process. What if you could acquire new customers almost instantly?

One sure way to do this is to incorporate different product offerings into your existing financial services business

Explore Profitable Business Lines

Marketing Programs

Let our digital marketing experts help you develop your business, brand, and even your team.

No matter how targeted you get with your digital marketing, you can never fully control who sees your content.

Each client should receive one-on-one holistic financial advice tailored to their specific needs, and that is not possible if you push products online to the masses.

The goal of your marketing planning and strategy should be to guide each individual prospect through the sales funnel.

Check Our Marketing Programs

RESOURCES

Dig into the tools, information, and training you need to succeed with C2P. From advisor guides to live webinars, we’ve got you covered!

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Industry News

Trending Topics and Industry Updates for holistic financial advisors, tax professionals, insurance marketers and business owners.

Guides & eBooks

Gain access to a wealth of continuously updated insights and educational resources to cultivate and automate your firm.

On-Demand Webinars

Don’t miss our upcoming webinars, where we discuss best practices for financial advisors to grow their business.

Training Events

We provide a broad selection of events that cover everything from proven scalable processes to holistic planning strategies.