Managed Accounts

As their growing popularity attests, Separately Managed Accounts, or SMAs, offer specialized investment solutions to meet the complex needs of increasingly sophisticated investors. Through Old Mutual Capital, Inc., individual investors can access the institutional investment management expertise of several Old Mutual Asset Management firms in a separately managed account format.

Visit www.oldmutualfunds.com to learn more about separately managed accounts from Old Mutual Asset Management firms.

What is a Separately Managed Account?

SMAs are professionally managed, individual investment portfolios in which clients, for a fee, receive specialized investment recommendations and guidance from an investment professional. Unlike a mutual fund, in which the assets of many investors are pooled, an SMA client direcly owns the assets in his or her account.

SMAs versus Mutual Funds

While mutual funds are a convenient and generally cost-efficient way to invest in the financial markets, SMAs may be good alternatives for some investors. Because of their tailored approach, SMAs may be able to meet an individual's particular investment goals and objectives more closely. An SMA can also be customized to take into account unique investor preferences or situations, such as large holdings of company stock, socially responsible investing requirements or tax considerations, to name a few.

Benefits of an Old Mutual Capital, Inc. SMA

  • Institutional Quality Management
    Our SMAs are managed by affiliates of Old Mutual Asset Management. Selected for their style integrity, discipline and performance, these managers offer individual investors the same level of investment quality demanded by the country's largest institutional investors.
  • Asset Class Specialists
    Each one of Old Mutual Asset Management's firms is unique – with its own company culture, research process and investment focus. Our "multi-boutique" model, in which each firm specializes in a particular investment strategy, allows Old Mutual Asset Management to offer clients the best of both worlds: the collective strength of a diverse group of companies with the power of focus on individual asset classes.
  • Greater Efficiencies
    By bringing leading managers together on a common platform, Old Mutual Capital, Inc. offers financial advisors greater efficiencies, particularly helpful in conducting manager research and reporting information to clients.
  • Financial Strength and Stability
    Old Mutual Capital, Inc. is backed by the stability and resources of Old Mutual plc, a Global Fortune 400 company with a long history of providing sophisticated financial products to a diverse client base. Headquartered in London and listed on the London Stock Exchange (Ticker: OML), Old Mutual plc excels in asset management, banking and insurance.