Advisors can use custom SMAs to help their clients pursue a range of goals. Fidelity's guide will explore four common use cases, including:
- Managing core equity exposure tax-efficiently.
- Diversifying away from concentrated stock positions and other portfolio transitions.
- Customizing portfolios.
- Accumulating capital losses for a future taxable event.
Want to know more? Download Fidelity Institutional's white paper "Custom Separately Managed Accounts: Efficient Solutions To Client Challenges" HERE
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