Benefits of Separately Managed Accounts (“SMA”)

Using SMAs provides multiple benefits for clients:

  1. Funds are held in the client’s name and not pooled with other funds.
  2. Clients can make deposits, withdrawals, or transfers at any time. Clients can also close their account at any time.
  3. Clients can log in to their account at Interactive Brokers or Charles Schwab and check positions and balances at any time.
  4. There are no minimum investment time period and no lockups (although we do recommend that clients have a minimum 5-7 year investment time horizon)
  5. Triple Summit Advisors, LLC has the ability to make investment decisions within the account, but no access to withdraw funds.
  6. Fees are set up front in the account management agreement and are drafted by Interactive Brokers automatically each quarter, based on the agreed upon fee schedule for each respective strategy.
  7. Read more about the strength and security of Interactive Brokers and Charles Schwab and why we chose them as our third party custodians.