Separately Managed Accounts

Looking for a targeted stock or bond portfolio built around a specific investment strategy? Our separately managed accounts may be the investment vehicle you are searching for.


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Seeks to pursue the long-term growth potential of U.S. large-cap stocks and to deliver enhanced after-tax returns.1

Minimum investment

$100,000

Gross annual advisory fee

0.20%–0.65%2

(varies based on total assets invested)

Seeks to deliver long-term growth in an effort to provide returns greater than the S&P 500® Index over a full market cycle.

Minimum investment

$100,000

Gross annual advisory fee

0.30%–0.90%2

(varies based on total assets invested)

Seeks to deliver long-term growth of capital over a full market cycle and dividend income greater than the S&P 500® Index, with the potential for less volatility than the U.S. stock market.

Minimum investment

$100,000

Gross annual advisory fee

0.30%–0.90%2

(varies based on total assets invested)

Seeks to deliver long-term growth of capital in an effort to provide returns greater than the MSCI EAFE Index (Net MA Tax) over a full market cycle.

Minimum investment

$100,000

Gross annual advisory fee

0.30%–0.90%2

(varies based on total assets invested)

Seeks to pursue the long-term growth potential of international developed market stocks and to deliver enhanced after-tax returns1

Minimum investment

$100,000

Gross annual advisory fee

0.20%–0.65%2

(varies based on total assets invested)

Seeks to generate income by investing in a broad range of asset classes. A flexible, opportunistic approach allows the investment manager to adjust the asset allocation in response to changing market and economic conditions.

Minimum investment

$200,000

Annual advisory fee

0.50%–1.50%2

(varies based on total assets invested)

Seeks to generate income while limiting risk to principal.

Minimum investment

$350,000

Gross annual advisory fee

0.35%–0.40%2

(varies based on total assets invested)

Seeks to generate federally tax-exempt interest income while limiting risk to principal.

Minimum investment

$350,000

Gross annual advisory fee

0.35%–0.40%2

(varies based on total assets invested)

Strives to limit risk to principal while generating federally tax-exempt interest income.

Minimum investment

$350,000

Gross annual advisory fee

0.35%–0.40%2

(varies based on total assets invested)

Seeks to pursue the long-term growth potential of U.S. large-cap stocks and to deliver enhanced after-tax returns.1

Minimum investment

$100,000

Gross annual advisory fee

0.20%–0.65%2

(varies based on total assets invested)

Seeks to deliver long-term growth in an effort to provide returns greater than the S&P 500® Index over a full market cycle

Minimum investment

$100,000

Gross annual advisory fee

0.30%–0.90%2

(varies based on total assets invested)

Seeks to deliver long-term growth of capital over a full market cycle and dividend income greater than the S&P 500® Index, with the potential for less volatility than the U.S. stock market

Minimum investment

$100,000

Gross annual advisory fee

0.30%–0.90%2

(varies based on total assets invested)

Seeks to deliver long-term growth of capital in an effort to provide returns greater than the MSCI® EAFE® Index (Net MA Tax) over a full market cycle

Minimum investment

$100,000

Gross annual advisory fee

0.30%–0.90%2

(varies based on total assets invested)

Seeks to pursue the long-term growth potential of international developed market stocks and to deliver enhanced after-tax returns1

Minimum investment

$100,000

Gross annual advisory fee

0.20%–0.65%2

(varies based on total assets invested)

Seeks to generate income while limiting risk to principal.

Minimum investment

$350,000

Gross annual advisory fee

0.35%–0.40%2

(varies based on total assets invested)

Seeks to generate federally tax-exempt interest income while limiting risk to principal.

Minimum investment

$350,000

Gross annual advisory fee

0.35%–0.40%2

(varies based on total assets invested)

Strives to limit risk to principal while generating federally tax-exempt interest income.

Minimum investment

$350,000

Gross annual advisory fee

0.35%–0.40%2

(varies based on total assets invested)

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