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CUSTOM SMAS BY INVESCO

Meet the SMA Team

Turn our high-touch service and SMA experience into your edge

Talk to our SMA experts

How we support investors

We are a team of portfolio managers, traders, analysts, and client service representatives who specialize in building customized, tax-smart portfolios—and provide high-touch service at every step of the process.

Concierge SMA service

Build customized portfolios with the backing of our dedicated team of SMA specialists.

Efficient onboarding

Enjoy a streamlined onboarding process thanks to pre-populated documents, e-signing, and our experience working directly with custodians.

Ongoing support

Access market insights, trade rationales, and prompt answers to your questions.

SMA platform

Custom SMAs

Fixed income

Fixed Income SMAs

Equity

Equity SMAs
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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.

Start the conversation

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Footnotes

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     As of March 31, 2024