2VA offers SMAs to help larger, sophisticated investors and investment partners pursue cost-effective products and superior risk-adjusted returns without having to play politics or offending their own values. These investment solutions offer additional benefits beyond a typical fund/ETF structure.
What is a Separately Managed Account?
A Separately Managed Account or SMA is an investment vehicle composed of individual securities – owned directly by you – that is managed by a professional investment firm.
About our SMAs
Our SMAs are constructed from our proprietary indexes: Shareholders First (ESGN), American Freedoms (AMF), Life (LIF) and Society Defended (SDI). Please see our Indexes section for more information on our indexes.
Why invest in SMAs?
Typically requiring a higher minimum investment than ETFs or mutual funds, an SMA allows you to access high quality, professional money management at a competitive fee.
What are the potential benefits of SMAs?
With an SMA you receive comprehensive reporting and are able to see all of your holdings and transactions in real time.
An SMA separates your fees from the performance of your investments making it easier to directly monitor your investment performance.
In an SMA, you own the individual securities and are only impacted by realized gains and losses in your specific portfolio, which also allows the possibility of tax harvesting.
There are many ways an SMA can be customized, including portfolio objectives and constraints, specific holdings and portfolio transactions.
Please consult your financial adviser or contact us below for information on a Registered Investment Adviser that can help you consider whether an SMA is right for you.
2VA-Separately Managed Accounts
Individual investors and financial professionals seeking more information about the 2ndVote Funds ETFs can call: (877) 223-8699 Monday – Friday 9.a.m.-5 p.m. Eastern Standard Time.