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