Separately managed account capabilities
Explore SMAs across the spectrum of income, equities, and specialty capabilities that offer specialized options to customize and tailor portfolios for specific client preferences and investment goals.
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Explore SMAs across the spectrum of income, equities, and specialty capabilities that offer specialized options to customize and tailor portfolios for specific client preferences and investment goals.
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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