WebJun 12, 2024 · What is a Separately Managed Account? A separately managed account, or SMA, is a portfolio of securities managed (for you) by a professional asset management firm. It’s like having your own private mutual fund—instead of managing a portfolio of securities for a group of investors, the portfolio is being managed for you alone. WebFounded in 1970 and proudly headquartered in Charlotte, NC, Sterling Capital Management LLC is a group of 180 seasoned investment professionals, client service and …
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