BSD SEPARATELY MANAGED ACCOUNTS – “SMAs”
SMAs offer a tailored approach to investing that’s targeted for each investor’s unique needs.
You, the client, directly own the individual securities, unlike mutual funds or exchange-traded fund. This offers a fully transparent portfolio of individual securities, driven by BSD on your behalf. Your account is held at your financial institution, offering independent 3rd party reporting.
BENEFITS
| Personal Portfolio Management Portfolios are designed to accommodate a client’s unique investment goals, and constraints, including moral/ethical values. | Enhanced Tax-Efficiency Each security purchased can be used to establish a separate cost basis, a potentially advantageous strategy for minimizing tax liabilities or in gifting. | Financial Flexibility Ability to influence how your money is invested while still having oversight by BSD. | Full Transparency Investors receive regular, customized reports, including all performance data, current holdings, capital contributions and withdrawals. |
CURRENT OPPORTUNITIES
SMAs STRATEGIES
Should you wish to learn more about our SMAs’ platform, please provide your contact information below. We look forward to reaching out to you!
