A Separately Managed Account (SMA) is based on pre-structured model portfolios. Each model portfolio is distinctive in the type of stocks invested, investment strategy, growth potential and risk level. The investor is first consulted to understand his appetite for risks, investment objectives and other important factors before a suitable portfolio is recommended.
· Portfolios are selected based on the objectives that best outline the clients’ requirements.
· Minimum investment amount of $50,000 for each portfolio.
· Holdings in each account mirror changes in the selected model portfolio. Investment decisions are driven by the objectives and strategies stipulated in the selected portfolios.
· Portfolio manager has full discretion on buy and sell decisions.
