Separately Managed Accounts
A separately managed account (SMA) is a customized portfolio of individual securities that Fenimore manages on your behalf. Together, we identify your long-term investment goals and develop a plan that suits your needs.
- Customized portfolios for high-net-worth individuals, businesses, foundations, endowments, pension plans, and other institutions
- Portfolios can include individual stocks and fixed-income offerings
- Dedicated Relationship Manager assigned to each client to help keep you on track
- Access to the professionals managing your money