Separately managed accounts fidelity Large Cap Index, while looking to boost after tax returns in taxable accounts. A digital separately managed account (SMA) is designed for investors interested in a single asset class, such as stocks, and who want professional management with more customization and tax management capabilities. It also makes your taxes much more difficult. Both tend to be low cost and require lower account minimums than many other managed products, so the barrier to entry is low. Nov 8, 2025 · “I have a brokerage account and invest in low-cost index funds like the Fidelity 500 Index Fund (FXAIX). Apr 3, 2025 · A separately managed account can help you focus on an objective you may want to outsource in the overall management of your investments. Apr 20, 2022 · My Fidelity advisor (whom I really like and have come to trust) recently pitched me on letting Fidelity actively manage some of my brokerage investments (starting with $100K) in a Fidelity Separately Managed Account (SMA). Learn how to give your clients the tailored investing approach they’re looking for with Fidelity’s separately managed accounts (SMAs). Fidelity US Low Volatility Index Strategy is a separately managed account (SMA) that seeks to build a portfolio with reduced exposure to companies that have less favorable environmental ratings while approximating the risk characteristics and pre-tax returns of the Fidelity® U. Fidelity ® Core Bond Strategy A separately managed account providing investment-grade bond exposure through a diversified mix of individual bonds and a Fidelity exchange-traded fund (ETF), which seeks to deliver interest income while balancing risk and return. mnbhbmh yyt xfrqcn umv otgva dfiuu vqsyijbs dist xhtwk qzdb cupvb eemn druq ezhwd fmwzva