Separately Managed Accounts

A Separately Managed Account or SMA is a portfolio of investments in which the investor has direct ownership of the investments within the portfolio. The investor however, delegates authority to a professional adviser regarding the decisions involved in buying and selling securities.

Why Choose Us?

Direct Ownership

A SMA combines the beneficial features of investing directly in the stock market and investing through managed funds, because the investor owns the stocks directly, but the expertise and research resources of a professional adviser are applied to the investment process and share selection.

Reduced Costs

With a SMA, you may be able to achieve your investing objectives at a lower ongoing cost compared to other investment alternatives.

Investment Selection

Consortium Private Wealth will match you and your needs with the right assets, whether they be shares, listed property trusts or cash & fixed interest. Through our thorough research process we choose the best investments available for you.

The Benefits

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Popular Questions

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Resources

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