Q Separately Managed Accounts (SMAs)

A Separately Managed Account is different from a pooled account or fund (i.e. a traditional mutual fund or pension fund). It is segregated, solely for you, as an individual or a corporation, and the investments and strategy are customized to your unique needs. Our determination of which strategy is suitable is based on several criteria such as client needs, financial circumstances, ethical and/or religious requirements, and specific client financial plan and needs. All clients are managed using our proprietary asset allocation strategies and have available to them all our updates: Monthly Global Economic Webinar, SMA asset allocation update and all educational webinars. As you grow, we grown with you.