4 Reasons You May Want To Use SMAs & Direct Indexing (Separately Managed Accounts)


Mark discusses the four main reasons you may want to use an SMA:

  1. Taxes
  2. Taking Your Own Tilt / Smart Beta
  3. ESG & SRI
  4. Concentration Diversification & Regulation

Mark will also talk about some cons of SMAs.

(Shownotes coming soon)

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Mark Struthers


Chanhassen, MN 55317 The

Architecture of Wealth Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.

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