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The need for personalization and adaptability has grown as investors search for solutions to meet their individualized financial objectives. Separately managed accounts provide the flexibility and control needed to express preferences when investing for a particular outcome.
An SMA is a portfolio of fixed income, equities or other securities where an individual investor maintains direct ownership over the investments professionally managed on their behalf.
SMAs are ideal for clients seeking to capitalize on the benefits of working with a professional investment manager while retaining the ability to influence various aspects of their specific portfolio.
SMAs offer a way for individual investors and their investment manager to build a portfolio with tailored objectives that seek to achieve more personalized results.
Our dedicated investment professionals at Nuveen collaborate with financial professionals and clients to identify individual objectives and develop a strategy.
Understanding what our clients want and how to tailor portfolios that meet their needs is second nature to us.
Consult with us to review individual holdings, and we can recommend action steps based on particular objectives.
As an account is being invested, we’re here to provide regular updates. Once in place, the portfolio is optimized for rebalancing and tax loss harvesting as applicable.
1 Cerulli Associates, The Cerulli Report, U.S. Managed Accounts 2023. Data as of 31 Dec 2022, updated annually. Based on total assets; includes model separate accounts and proprietary assets.
2 Pensions & Investments, 12 Jun 2023, updated annually: most recent data available.
3 Pensions & Investments, 12 Jun 2023, updated annually: most recent data available. Rankings based on total worldwide assets as of 31 Dec 2022 reported by each responding asset manager, with 434 firms responding.
A separately managed account (SMA) is a private portfolio of actively managed, individual securities that may be customized to achieve an individual investor's unique objectives.
SMA accounts typically require a minimum investment of $100,000 for equity and asset allocation strategies and $250,000 for fixed income strategies, although the specific minimum account size varies by program and may be subject to change. The manager may waive these minimums based on client type, asset class, pre-existing relationship with client and other factors. For certain accounts, a negotiated minimum annual fee applies. Please consult with your Nuveen Advisor Consultant for applicable minimums.
Check with your financial professional for specific product availability and performance information. This information may change without notice. From time to time, we may close or reopen strategies.
A word on risk
All investments carry a certain degree of risk, including possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. It is important to review investment objectives, risk tolerance, tax liability and liquidity needs before choosing an investment style or manager.
Nuveen Asset Management, LLC, and Winslow Capital Management, LLC are registered investment advisers and investment specialists of Nuveen, LLC. The investment advisory services, strategies and expertise of TIAA Investments, a division of Nuveen, are provided by Teachers Advisors, LLC and TIAA-CREF Investment Management, LLC.
Nuveen Asset Management, LLC (Nuveen) has retained Brooklyn Investment Group, LLC (Brooklyn) as the investment sub-adviser to the strategies.
* Nuveen Asset Management, LLC is not affiliated with Brooklyn Investment Group, LLC. Nuveen's parent TIAA has a non-controlling, non-equity investment in Brooklyn.
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