Provide clients with the opportunity for growth potential, wealth preservation, and flexible tax planning within a portfolio that can deliver a more differentiated level of service than traditional investment vehicles.
SMAs combine the expertise of T. Rowe Price professional management, with the flexibility of an approach that considers investor's personal needs and preferences.
Access to portfolio holdings and transaction history make it easy to compare performance against goals and objectives.
Investors have the flexibility to buy or sell specified portfolio holdings in order to manage their tax needs.
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Need help finding the best option for your client based on their needs? We can help. Call 1-877-561-7670.
Our SMA Strategies
U.S. Blue Chip Growth Equity SMA
Invests primarily in large U.S. companies that demonstrate long-term and durable, all-season growth and are well-established in their respective industries.
Seeks to invest in primarily common stocks of large U.S. companies that demonstrate high earnings growth, are positioned to benefit from powerful secular trends, and use innovation to gain a competitive edge.
Aims to provide investors with income and capital appreciation through a conservative, relative value investment approach. The strategy focuses on finding high-quality dividend-paying companies with strong brands, franchises, or assets that appear undervalued.
Seeks to invest in high-quality companies that have promising financial outlooks and the potential for improved investor perception as they address issues that caused their valuations to become temporarily depressed.
Aims to generate tax-free income through investing in short-intermediate municipal bonds. Portfolio will have an emphasis on revenue bonds and bonds that have an A- or better rating at time of purchase.
Seeks attractive long term returns by investing approximately 50% in a core portfolio of individual U.S. large cap equities. With the goal of stabilizing the portfolio’s risk profile, the other 50% is dynamically allocated between U.S. equities and fixed income, primarily through the use of index ETFs. Depending on forecast risk, the total portfolio may range between 50% to 100% equity exposure with fixed income exposure ranging from 0% to 50%.
We would be pleased to discuss our solutions, products, and capabilities with you. Call 1-877-561-7670 to learn more about SMAs and model portfolios, and more specifically, about which T. Rowe Price SMAs may be suitable for your clients.