TaxOptimized

Wealth Managers Embrace Tax-Optimized Separately Managed Accounts for Direct Ownership and Professional Management

Separately managed accounts have been growing rapidly over the past 10 years, with assets under management growing from $550 billion in 2011 to $1.7 trillion in 2021. Wealth managers chose SMAs due to the key advantages of tax optimization, direct ownership, professional management and customization. For those same reasons, the

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