3 SEI Managed Account Solutions
We leverage our deep expertise in both investment
management and technology to bring highly customizable
strategies designed for high-net-worth investors.
SEI Managed Account Solutions feature a range of investment vehicles, each with different
features and benefits, to help investors reach their goals on their terms. Separately Managed
Accounts (SMAs) can provide investors with many of the benefits of pooled vehicles, such as
exchange-traded funds (ETFs) and mutual funds, while introducing enhanced features as well.
Those enhanced features deepen as you explore Unified Managed Accounts (UMAs).
Separately Managed
Accounts (SMAs)
• Professionally managed
• Comprised of individual securities
• Offers direct ownership
• High level of customization
• Potential tax benefits
Unified Managed
Accounts (UMAs)
Include all of the features of SMAs
shown above
• May include SMAs, mutual funds,
ETFs, and individual securities
• Highly coordinated
• Enhanced tax optimization
Portfolio customization
with you in command.
