In this article for Zephyr, Andy Janes, JD, CFA®, EVP, Portfolio Manager with Rothschild Wealth Partners, discusses the benefits of separately managed accounts or SMAs to provide differentiated diversification through actively managed business-focused portfolios. This approach to investing can be particularly attractive to business owner clients by focusing on a company’s operational developments and milestones over short-term stock market fluctuations.
Read more about this approach to investing in ‘SMA investing, through a business owner’s perspective.’
