Skip to main content.

Managed Accounts

Accent Image - Multi-colored slats

Separately managed accounts are portfolios that can be customized for individual client accounts. In a managed account, each investor owns their own securities compared to a mutual fund where all investors' money is pooled.

To learn more about a product, select from the marketing pieces below.

Duff & Phelps International ADR Equity Strategy

Duff & Phelps International Equity SMA Factsheet & Commentary
Duff & Phelps International Equity SMA Presentation

KAR Mid-Cap Core

Mid Cap Core Fact Sheet/Commentary
KAR - The Case for a Concentrated Portfolio White Paper
Portfolio Review KAR MCC 4027
KAR - The Case for Quality White Paper
Mid-Cap Core Presentation

KAR Small Cap Core

KAR Small Cap Core Fact Sheet
KAR Small Cap Core Portfolio Review
KAR Small Cap Core Presentation Book
KAR Outsmarting Volatility
It's Quality That Matters
KAR - The Case for Quality White Paper
KAR - The Case for a Concentrated Portfolio White Paper

KAR Small Cap Quality Value

KAR Small Cap Quality Value Portfolio Fact Sheet
KAR SCQV Portfolio Review
KAR SCQV Presentation Book
KAR - The Case for a Concentrated Portfolio White Paper
KAR - The Case for Quality White Paper

KAR Small Cap Sustainable Growth

KAR Small Cap Sustainable Growth Portfolio Fact Sheet
KAR SCSG Portfolio Review
SCSG Presentation
KAR - The Case for Quality White Paper
KAR - The Case for a Concentrated Portfolio White Paper

KAR SMID Core

KAR SMID Fact Sheet
KAR SMID Core Portfolio Review
KAR SMID Core Presentation
KAR - The Case for a Concentrated Portfolio White Paper
KAR - The Case for Quality White Paper

Virtus Sector Trend

Virtus Sector Trend SMA Fact Sheet
Virtus Sector Trend SMA Presentation

Seix Intermediate Bond

SEIX Intermediate SMA Factsheet
Seix Intermediate Bond SMA Commentary - 1q 17

Seix Core Bond

Seix Core Bond SMA FactSheet
1Q17 Seix Core SMA Commentary

Seix Enhanced Bond

Seix EnhancedBond SMAFactSheet 0417 Virtus
Seix Enhanced SMA Commentary - 1Q17

Seix High Yield Bond

Seix HighYield SMAFactSheet 0417 Virtus
Seix High Yield SMA Commentary - 1Q17