Investment Solutions
Active Managed Accounts for Individuals and Retirement Planning
Separately managed accounts (SMAs) play an important role in providing investors choice in how they access professional investment management. They also offer the flexibility to tailor a portfolio that is responsive to the needs of high net worth individuals.
With an SMA, investors benefit from direct ownership of securities, versus investing in a mutual fund or exchange-traded funds (ETFs), where your money is pooled with that of other investors. This difference is key to understanding the many advantages of an SMA.
Schedule a Free ConsultationTailored portfolios that match your unique goals
Optimize your tax situation with direct ownership
Full visibility into every holding in your portfolio
Expert oversight of your investments
Strategies designed around your life
Our Approach
We build diversified portfolios tailored to your risk tolerance, time horizon, and financial objectives.
Our team actively monitors and adjusts your portfolio in response to market conditions and opportunities.
We implement strategies to protect your wealth while pursuing growth aligned with your goals.
Why TGA Capital
Investors benefit from our comprehensive approach
The depth of resources of a leading provider of SMAs
A full spectrum of capabilities including equity, fixed-income, balanced, and customized portfolios
The sustainable investing expertise of affiliate managers
Investment affiliates known for tenured management teams and decades of experience
TGA Capital Management and its Investment Advisor Representative can help you better understand the benefits of SMAs and the importance of working with an SMA leader.
Contact Us Today