11 SEI Managed Account Solutions
Bringing
personalization
and potential
tax benefit to
investors.
Personalized solutions such as SMAs and UMAs are
gaining prominence in the marketplace for their tax and
customization benefits.
We believe these solutions can help deliver a better experience and potential outcome to
investors. A financial advisor can help you utilize our broad range of strategies, each offering
choice, transparency, control, professional money management, and tax optimization.
That's because creating a highly personalized, tailored solution has never
been easier.
1
Meredith Lloyd Rice, "Advisors Boosting Allocations to SMAs, While Growth Stalls for Model
Portfolios," Escalent, January 11, 2024.
25%
Allocations to SMAs are
expected to grow to over
25% in the next two years.
1
