Pursue Long-Term Growth with Full Customization
Watch our Separate Account Management video below to see how it works and discover the benefits it can offer your clients.
Discover the Value of Customized, Diversified, Risk-Managed Solutions
Core Portfolio Building Blocks
Unlock the customization, tax-efficiency, and diversification benefits of individual securities in your clients’ accounts.
Our Separate Account Management (SAM) portfolios are our most customized solution. The MainStreet portfolio management team utilizes options across our SAM platform to help your clients achieve specific goals and needs pertaining to liquidity, income, market risk exposure, and tax sensitivity. Whether it is one of our quality-focused, low-turnover U.S. large cap strategies or a carefully crafted sleeve of managed maturity investment-grade bonds, we believe our SAM portfolios can deliver better portfolio construction outcomes for your clients.
Empowering advisors and institutions personalized solutions:
OUR SECURITY SELECTION AND PORTFOLIO CONSTRUCTION PROCESSES ARE GROUNDED
IN A SET OF FOUNDATIONAL CONCEPTS THAT GUIDE OUR INVESTMENT TEAM.
Ready to grow your business?
Contact us today to discover how to add MSA Separate Account Management to your Investment Toolbox.
