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Welcome to Nuveen
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Separately managed account capabilities

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.

Insights
Municipal Bonds Investing in America
Municipal bonds help finance bridges, schools, hospitals and other projects to improve our communities. Investing in municipal bonds can provide investors with tax-exempt income.
Multi-asset Harness the benefits of direct indexing
Direct indexing products are separately managed accounts (SMA) that provide ownership of, and direct access to the underlying securities, typically equities, in an index-like solution.
Equities Why dividend growth?
It's an ideal time to reassess the benefits of dividend growth investing.

Frequently asked questions

How do municipal bonds provide a stable source of tax-exempt income for investors?
Municipal bonds are debt instruments issued by states, cities, counties, special purpose districts and nonprofit organizations, typically to finance capital improvements, meet cash needs or refinance existing debt. Through these bonds, investors lend money to these entities and are then owed the principal amount of the loan, plus interest, over a given time period. These bonds help investors meet income needs through monthly tax-exempt income.
What are the benefits of investing in taxable fixed income and how does it differ from municipal bonds?
Taxable fixed income are taxable bonds that are subject to state, local, and/or federal taxes. Investors may be turn to taxable fixed income for its stability, income stream, and lower risk profile compared to equities. Those seeking regular income and capital preservation may benefit from taxable fixed income.
What are equities and how do investors benefit from investing in them?
Equities investing involves purchasing an ownership in companies’ stocks, also known as equity stakes. Investors in equities are typically looking to retain and grow their investments, usually through capital appreciation or paying of dividends. Investors can choose from equities focused on different areas of the equities markets such as growth, value, core, and international/global.
What is direct indexing and how does it differ from traditional investment products?
Direct indexing solutions are separately managed accounts that provide ownership of and direct access to the underlying securities, typically equities, in an index-like solution. Personalized stock and bond selection capabilities, combined with active tax management, can potentially deliver an enhanced client experience and greater after-tax returns than traditional investment products or vehicles.
What are model portfolios?
Model portfolios are a pre-designed group of investments that are managed by investment professionals. These portfolios aim to achieve specific investment goals such as growth or tax-exempt income through diversification across various asset classes and investment vehicles. Typically, model portfolios are tailored to meet the needs of an investor’s risk profile – and are closely monitored to adhere to target allocations and desired outcomes.

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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