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Separately Managed Accounts: Overview

Separately Managed Accounts

A Separately Managed Account (SMA) gives investors the same diversification opportunities as mutual funds. By investing in a SMA, the individual owns the underlying securities as opposed to owning a single fund.


  • Opportunity to take advantage of the experience and expertise of Sterling’s Investment Teams
  • Potential for customization
  • Ability to manage taxable gains

SMAs Available

Sterling Capital offers a robust line-up of equity and both taxable and tax-free fixed income separately managed account solutions.


All investing involves risk including the possible loss of principal.

Any information or opinions contained on this Website are those of Sterling Capital Management LLC, and not of Truist Financial Corporation or its executives. They are for general information only and are not meant to be predictions or an offer of individual or personalized investment advice. They are not intended as an offer or solicitation with respect to the purchase or sale of any security. This information and these opinions are subject to change without notice. Any type of investing involves risk and there are no guarantees that these methods will be successful. Sterling Capital Management LLC does not assume liability for any loss which may result from the reliance by any person upon such information or opinions.

Investment advisory services are available through Sterling Capital Management LLC, an investment adviser registered with the U.S. Securities & Exchange Commission (CRD# 135405) and an independently-operated subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.