Investor guide to SMAs
Read about SMAs and their potential benefits, including customization, tax optimization, cost efficiency, and visibility.
CUSTOM SMAS BY INVESCO
Separately Managed Accounts
Tax-smart, customizable solutions for your unique goals.
Customized solutions
Tailor your portfolio to express your views, values, tax situation, and liquidity needs.
Tax-smart portfolios
Keep more of what you earn by using tax-loss harvesting and other tax-optimization techniques.
Investment access
Benefit from the investment ideas and strategies of one of the world’s largest asset managers.
Unlock the power of personalization
Learn more about the benefits of Custom SMAs and see how your financial professional and you can use them to build tax-smart portfolios that align with your values and unique needs.
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Comparison: SMAs, mutual funds and ETFs
Explore various investment vehicles that may help you meet your investment objectives.
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Don't just manage taxes; optimize them
Learn about three key ways to potentially enhance your after-tax returns.
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Tax alpha: Seek to boost your wealth with a tax-smart portfolio
See the potential benefits of tax alpha over time.
Who we are
Our veteran team of portfolio managers, traders, analysts, and client service representatives are committed to helping you unlock the power of personalization. Meet the team
$24.3B
SMA assets under management across all strategies as of June 30, 2024.
28.9K
Unique separately managed accounts as of June 30, 2024.
30+yrs
Experience as an established provider in the SMA business, with 15+ years experience in custom,
tax-optimized investing.
Explore solutions
Whether you’re looking for active or passive, fixed income or equities, Custom SMAs by Invesco let your financial professional and you create customized, tax-smart portfolios for any goal.
FIXED INCOME SMAS Build customized bond portfolios
Create tax-smart, diversified fixed income portfolios that align with your values and cash-flow goals.
EQUITY SMAS Bring customization to your equity portfolios
Bring the power of personalization to your equity portfolio across investment styles, sectors, and regions.
SMAs: The premier investment tool for customization at scale
Separately managed accounts have evolved to become easier to use, more powerful tools for customization and tax optimization.
| Then | Now | Details | |
|---|---|---|---|
| Account set-up | Paper-intensive | E-sign | Advisors and their clients can now create new SMAs and transfer accounts without printing and signing mountains of paperwork. |
| Asset allocation | Generic | Precise | A broader range of investments and better construction techniques mean advisors and their clients can build portfolios to exacting specifcations. |
| Personalization | Limited | Extensive | New screening tools give advisors and their clients the ability to customize portfolios to express unique objectives and personal values. |
| Tax management | Periodic | Continuous | Sophisticated techniques and software make it possible to continuously monitor portfolios for opportunities to generate meaningful tax-alpha. |
| Visibility | Low | High | Advisors and their clients have 24/7 online access to portfolios through dashboards and portals, as well as access to trade rationales and other investment intelligence. |
| Fees | Premium | Competitive | Efficiencies from digitization and rising competition continue to drive SMA fees lower, making SMAs increasingly affordable for a wide range of clients. |
Start the conversation
Talk to our SMA specialists about how to bring Custom SMAs to your portfolio. Call us at (866) 769-2773 or provide your contact information and we'll reach out to you.
