Click the tabs below to view active SMAs available at Raymond James.*
Strategies to help build tax-aware portfolios
Actively managed and customizable to individual client needs
Frequently asked SMA questions
Greater control over capital gains: Direct ownership lets investors decide when to sell, giving them full control over when taxable gains are realized.
Strategic loss harvesting: Investors can use realized losses to offset gains in other parts of their portfolio, helping reduce overall tax liability.
In-kind flexibility: Securities can be moved into or out of the account without first being sold, helping investors manage taxable events.
Tax efficiency: Your client has more opportunities to reduce the impact of federal tax on investment returns.
Transparency: Portfolio holdings can be viewed at all tirnes because your client owns the underlying securities.
Customization and control: Your client can request that specific cornpanies or business sectors be excluded from the portfolio (as agreed to by the investment manager).
The primary difference is that with an SMA, your client directly owns the stocks and bonds. With a mutual fund or ETF, your client owns shares of the fund, which in turn invests in stocks and bonds.
Capital Group's SMA strategies are rooted in over 90 years of investment experience and 50 years of experience managing separate accounts for high-net-worth individuals and institutional clients, with the goal of delivering superior results for our long-term investors.
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Footnote/lmportant information:
*As of 1/24/26. Please check with your home office for available SMAs.
For institutional investors and registered investment advisors only. Not for use with the public.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
Advisory services offered through Capital Research and Management Company (CRMC) and its RIA affiliates.