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Investments

Separately Managed Accounts

Separately Managed Accounts give you diversification like mutual funds - you own the securities as opposed to a single fund.

Benefits

Sterling Capital experience & expertise

Potential for customization

Ability to manage taxable gains

All SMA's

Classification Strategy Name Inception Date Product Profile
Equity Equity Income SMA 12.31.2000 PDF
Equity Focus Equity SMA 12.31.2015 PDF
Equity Global Leaders SMA 12.31.2000 PDF
Equity Mid Cap Value SMA 04.01.1999 PDF
Equity Real Estate 12.31.2001 PDF
Equity Small Cap Fundamental Value 01.01.1996 PDF
Equity Small Cap Value 12.31.2001 PDF
Equity Special Opportunities SMA 12.31.2000 PDF
Fixed Income Core SMA 03.31.2011 PDF
Fixed Income Enhanced Cash Municipal SMA 01.01.1990 PDF
Fixed Income Enhanced Cash SMA 04.01.2018 PDF
Fixed Income Full Term Government/Credit SMA 06.01.2018 PDF
Fixed Income Intermediate Corporate SMA 12.31.2015 PDF
Fixed Income Intermediate Government SMA 03.01.2010 PDF
Fixed Income Intermediate Government/Credit A+ SMA 12.31.2010 PDF
Fixed Income Intermediate Government/Credit SMA 12.31.2009 PDF
Fixed Income Short Intermediate National Municipal SMA 11.01.2010 PDF
Fixed Income Short Term Corporate SMA 10.31.2016 PDF
Fixed Income Short Term Government SMA 10.01.2010 PDF
Fixed Income Short Term Government/Credit A+ SMA 09.01.2011 PDF
Fixed Income Short Term Government/Credit SMA 04.01.2010 PDF

1AL, AZ (Intermediate Only), CA, GA, KY, MD, NC, NY, OH, PA, SC, TN, TX (Intermediate Only), VA & WV. All investing involves risk including the possible loss of principal.

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