Separately Managed Accounts

Tailored Investment Solutions Just for You

At Advanced Wealth and Retirement Planning Concepts, we offer Separately Managed Accounts (SMAs) to provide you with a personalized and flexible approach to investing. Our SMAs are designed to meet your unique financial goals and preferences, giving you greater control over your investment portfolio.

What Are Separately Managed Accounts?

Separately Managed Accounts are professionally managed investment portfolios tailored to your specific financial objectives. Unlike mutual funds, SMAs offer direct ownership of the underlying securities, allowing for greater customization and transparency in your investment strategy.

Benefits of Separately Managed Accounts

• Personalized Investment Strategies: Our advisors work closely with you to develop an investment plan that aligns with your goals, risk tolerance, and time horizon.

• Transparency and Control: With SMAs, you have direct ownership of the securities in your portfolio, providing you with greater transparency and control over your investments.

• Tax Efficiency: SMAs offer the potential for tax-efficient investing through personalized tax management strategies, helping you minimize tax liabilities and maximize after-tax returns.

• Flexibility: Your SMA can be adjusted to reflect changes in your financial situation, market conditions, or investment preferences, ensuring your portfolio remains aligned with your goals.

Our Approach to Separately Managed Accounts

At Advanced Wealth and Retirement Planning Concepts, we believe in a client-centric approach to investing. Our process for managing SMAs includes:

• Comprehensive Analysis: We begin with a thorough analysis of your financial situation, investment goals, and risk tolerance.

• Custom Portfolio Design: Based on our analysis, we design a customized investment portfolio tailored to your specific needs.

• Ongoing Management and Monitoring: Our team of experienced professionals continuously monitors and manages your portfolio, making adjustments as needed to keep you on track toward your financial objectives.

• Regular Reporting and Communication: We provide regular updates and detailed reports on your portfolio’s performance, ensuring you stay informed and confident in your investment strategy.

Why Choose Us?

• Experienced Advisors: Our team of skilled advisors has extensive experience in managing personalized investment portfolios.

• Client-Focused Service: We prioritize your needs and goals, offering personalized service and support every step of the way.

• Integrity and Transparency: We are committed to providing honest, transparent advice and clear communication about your investments.

• Comprehensive Wealth Management: Our SMAs are part of a holistic wealth management approach that integrates all aspects of your financial life.

Take Control of Your Investments

Ready to take control of your financial future with a personalized investment strategy? 

Contact Advanced Wealth and Retirement Planning Concepts today to learn more about our Separately Managed Accounts and how we can help you achieve your financial goals.