SMAs are professionally managed, giving clients access to the expertise of skilled portfolio managers—and a level of service typically enjoyed by large institutional clients alone.
Because clients own the individual securities in their SMA and may fund the account with securities in kind, they can work with their tax and financial advisors to implement tax-efficient strategies.
SMAs can be tailored to clients’ specific investment strategy and goals. Clients may choose to exclude certain securities or sectors based on their social, political or environmental convictions.
Explore our Equity Separately Managed Accounts
Explore our Fixed Income Separately Managed Accounts
IMPORTANT INFORMATION: Separately Managed Accounts (SMAs) are not mutual funds. SMAs are discretionary accounts managed by J.P. Morgan Investment Management Inc. (JPMIM), a federally registered investment adviser.
Professional money management may not be suitable for all investors. It should not be assumed that investments made in the future will be profitable.