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SMA Investing, Through a Business Owner’s Perspective with Andy Janes, JD, CFA®

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.’

 

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There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Let’s talk about how you can define your own success.

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Welcome to Rothschild Wealth Partners

We are thrilled to share some exciting news with you! As of 2023, Rothschild Investment, LLC, and Sentinus, LLC, have come together to form Rothschild Wealth Partners. By joining forces, we can unite our legacies, strengthen our services, and present a bold new chapter for our firm—one built on nearly two centuries of expertise and trusted financial stewardship.

Through thoughtful discussions and collaboration, we’ve crafted a brand that not only honors our history but also points towards an exciting future. While our name and look have evolved, one thing remains unchanged: our commitment to delivering strategic financial advice and personalized support to help you achieve your goals.