✦ SMA GUIDE ✦
Understanding Separately Managed Accounts
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.
FULL CUSTOMIZATION
Tailored portfolios for unique goals.
GREATER TAX EFFICIENCY
Optimize taxes with direct ownership.
100% TRANSPARENCY
Full visibility in every portfolio holding.
PROFESSIONAL MANAGEMENT
Expert oversight of your investments.
PERSONALIZED APPROACH
Strategies designed around your life.
SMA DIRECT OWNERSHIP
Provides direct ownership of securities.
THE TGA CAPITAL MANAGEMENT APPROACH
How We Manage Your Wealth
Custom Portfolio Construction
We build diversified portfolios tailored for your risk tolerance, time horizon, and financial objectives.
Active Portfolio Management
We actively monitor and adjust client portfolios in response to market conditions and opportunities.
Portfolio Risk Management
We implement strategies to protect your wealth while pursuing growth aligned with your goals.
WHY TGA CAPITAL MANAGEMENT
What You Get With TGA
Investors benefit from our comprehensive approach.
Investment affiliates known for tenured management teams and decades of experience.
The depth of resources of a leading provider of SMAs.
The sustainable investing expertise of affiliate managers.
A full spectrum of capabilities including equity, fixed-income, balanced, and customized portfolios.