ETFs offer cost-efficient, diversified market exposure and trade like stocks throughout the day. Mutual funds are pooled vehicles managed actively or passively, often used for targeted exposure within a broader strategy. Separately managed accounts (SMAs) hold individual securities directly in your name, offering greater personalization and potential tax efficiency, which is particularly valuable for investors with complex financial situations. The right mix depends on your goals, tax circumstances, and the complexity of your overall plan.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
