Find out how you can use SMAs to differentiate and grow
View as Web Page | | | | | | | | | Sponsor Content From: Orion Portfolio Solutions | | |
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| | | | | | | | Four ways SMAs help you attract and serve HNW investors | | | | Hello Voornaam, | | | | Today’s advisor needs a way to stand out in a market that is increasingly competitive and fraught with roadblocks to growth. One way to do that is by offering SMAs, or Separately Managed Accounts, which are highly tailored to individual investors and provide enhanced tax management—two factors that appeal strongly to high-net-worth individuals. | | | Further benefits of SMAs for HNW investors include:
Increased investment flexibility Greater portfolio transparency More financial control Download our guide to SMAs to learn more about their potential to help advisors differentiate and grow.
| | | For financial professional use only. Not intended for public distribution.
0350-OAS-2/13/2020 |
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