Dimensional SMAs The Next Dimension in Customized Investing

Harness the power of Dimensional Investing in separately managed accounts tailored to an investor’s unique needs.

Our separately managed accounts (SMAs) offer a way to combine Dimensional’s investment approach and a level of personalization not available through mutual funds and exchange-traded funds (ETFs). Investors can tailor select direct security strategies to better fit their financial goals, preferences, and values.

Going beyond indexingUnlike indexed strategies, which rigidly follow commercial indices, Dimensional SMAs target higher expected returns in a flexible, diversified, low-cost manner.

Personalized for investorsCustomize an SMA for environmental, social, and governance (ESG) preferences, tax management strategy, individual stock and sector holdings, and more. Investors can draw upon Dimensional’s expertise in seeking to balance higher expected returns, diversification, tax impact, and other priorities.

Streamlined for advisorsAdvisors use Dimensional’s SMA Center to design, onboard, manage, and monitor each investor’s SMA. The intuitive online platform streamlines the investment process so advisors can spend more time serving their clients.

Dimensional SMAs bring customized investing to individuals with strategy minimums at $500,000 for the direct security sleeve of the account. These lower minimums broaden access to flexible, scalable, personalized solutions.

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Robert J. Pyle, CFP®, CFA, AEP® founded Diversified Asset Management, Inc., in 1996 to provide personalized, comprehensive wealth management services to successful individuals, families, single women, and business owners. His specialty is addressing the complex financial needs of self-employed professionals, corporate executives, and small-business owners. Our disclosure can be found here. The views, opinion, information, and content provided here are solely those of the respective authors, and may not represent the views or opinions of Diversified Asset Management, Inc. Diversified Asset Management, Inc. cannot guarantee the accuracy or currency of any such third party information or content, and does not undertake to verify or update such information or content. Any such information or other content should not be construed as investment, legal, accounting, or tax advice.