Separately managed accounts offer a number of advantages over ETFs, including in-kind transitions, continuous stock-level tax-loss harvesting, customization around factors or ESG, and more flexible charitable gifting. But not all SMA providers are the same. When the time comes, will you know what to look for in a provider?
 
From scalability to advisor tools to after-tax reporting, you should have nothing less than complete confidence in your choice. Our comprehensive guide covers everything you need to ask before settling on a firm to partner with.

It's free–simply complete the form to download your copy.

Investment advisory services offered through Parametric Portfolio Associates® LLC ("Parametric"), an investment adviser registered with the U.S. Securities and Exchange Commission. Parametric (National Registration Database No. 42850) is also registered as a Portfolio Manager with the securities regulatory authorities in certain provinces of Canada with regard to specific products and strategies. Parametric provides advisory services directly to institutional investors and indirectly to individual investors through financial intermediaries. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the Disclosure page for important information about investments and risks.  

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