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    Separately Managed Accounts

    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

    Fenimore strives to build our clients' wealth over time while providing downside protection in individual stock selection as well as fixed income offerings.

    Fenimore Introductory One-Sheet