Separately Managed Accounts (SMAs) are a key strategy to achieve better returns and lower costs for your clients. Wealthtrac offers two ways to use SMAs. We have 5 SMAs already setup for immediate use, select Wealthtrac SMA to discover more about these. The other option is to use our Dealer SMA Service┬áto discover how to setup your own SMAs with Wealthtrac. Either way, it’s a good business decision that will transform your practice and deliver real benefits to clients.

Dealer SMA Service

Dealer SMA Service

Wealthtrac SMA

Wealthtrac SMA