A Separately Managed Account (SMA) is a unique investment vehicle that opens the door for more customization and personalization than a mutual fund or ETF. In an SMA, the investor owns all the securities directly, which can lead to opportunities for tax management. Tax loss harvesting, along with a number of other tax management techniques, can drive better after-tax performance.

Beyond that, SMAs allow for customization, giving investors the opportunity to exclude specific securities or objectionable business involvement. Examples include:

  • Reducing or eliminating exposure to employer’s stock
  • Incorporating personal values in the management of the account

Natixis provides a range of SMA strategies from our affiliated managers and outside managers that offer specialized solutions for high net worth and multiple manager portfolios.

More About SMAs

The Benefits of SMAs

  • Professionally managed individual account
  • Opportunities for customization and tax management
  • Tax-efficient asset transitions
  • Enhanced transparency
  • Potential fee savings relative to other investment vehicles

Why Natixis SMAs

  • Broad range of actively managed and index strategies
  • 20-year track record of partnering with financial advisors
  • Create personalized portfolios using direct indexing

Competitive Advantages

  • Ability to transition assets with minimal tax consequences
  • Extensive customization options to align with goals and values
  • Active and passive investment options

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