Sentences with phrase «sma accounts»

Investment manager has the ability to add an Advisor account with clients, a Multiple Hedge Fund account with fund or SMA accounts, or a Separate Trading Limit account (STL) under the master account.

Advisors have the ability to add an Advisor account with clients, a Multiple Hedge Fund account with fund or SMA accounts, or a Separate Trading Limit account (STL) under the master account.

As Senior Portfolio Manager, he is responsible for investment strategy across DWA's funds, ETFs, UITs and SMA accounts.

By utilizing the SMA account structure with our Enhanced Dividend Income Portfolio, the total fee can be negotiated depending on the relationship and amount of assets being delivered into the strategy.

With respect to the Regulatory Disclosures, if an email notification is undeliverable, we will attempt to deliver such materials to the most recent postal address you provided to either our affiliate, The Motley Fool, LLC («TMF») or if you are an SMA account holder, to Interactive Brokers.

Not exact matches

In the meantime, one investment alternative in particular has been coming on strong: separately managed accounts, or SMAs.

This strategy includes a broad range of investment options including stocks, bonds, mutual funds, exchange - traded funds (ETFs), and separately managed accounts (SMAs) when appropriate.

Please note that you will be charged an additional fee for any SMAs held in your account.

This separately managed account (SMA) seeks to pursue the long - term growth potential of U.S. large - cap stocks and deliver enhanced after - tax returns through tax management.10 Learn more

Additionally, he manages Fidelity Mega Cap Stock Fund, Fidelity Advisor Mega Cap Stock Fund, Fidelity Large Cap Stock Fund, and Fidelity Advisor Large Cap Fund, as well as co-manages Fidelity Multi Asset Income Fund and Fidelity Equity - Income Strategy, a separately managed account (SMA).

Lightspeed is an introducing broker offering Reg T, PM, SMA, DVP / RVP, individual, and other trading accounts.

This separately managed account (SMA) seeks to provide long - term growth and dividend income, with potentially less volatility than the U.S. stock market.

The most severe form of SMA is Type 1, which accounts for approximately 60 percent of cases at birth, results in an inability to sit without support, difficulty in breathing and swallowing.

Prior to joining CFGAM he developed one of the nation's first separately - managed accounts (SMAs) designed specifically for the unique advantages of ETFs.

In a margin account, SMA is a line of credit that is granted when the account generates equity in excess of 50 %.

SMA: Special Memorandum Account.

It offers separately managed accounts (SMAs) for high net worth individuals, family offices, and exchange - traded funds (ETFs).

Each portfolio is a separately managed account (SMA).

Capital Wealth Planning LLC (CWP) recently received a 5 - Star Morningstar ™ rating for its Enhanced Dividend Income SMA among 28 peer option writing SMAs (separately managed account) in the category.

CVH (Craig Van Hulzen): Well, the Fund has only been live for 18 months, but we have managed our covered call strategy in SMAs (separately managed accounts) for nearly 11 years.

SMA wrap accounts are set up with a financial advisor and have fee - based management without any commissions.

Special Memorandum Account / Federal call: When the margin equity in the account exceeds the federal «Reg T» requirement of 50 %, the amount in excess of the requirement is referred to as tAccount / Federal call: When the margin equity in the account exceeds the federal «Reg T» requirement of 50 %, the amount in excess of the requirement is referred to as taccount exceeds the federal «Reg T» requirement of 50 %, the amount in excess of the requirement is referred to as the SMA.

For example, a full - service broker may use the Alpholio ™ service to select separate account (SMA) managers and demonstrate the value these managers bring to the broker's clients in terms of generating positive RealAlpha ™.

A full - service brokerage offers separately - managed accounts (SMAs) to its retail clients.

Second, we would further preserve capital in portfolios if a technical breach occurred in the 10 - month simple moving average; that is, if the monthly close on the 10 - month SMA is below its trendline, we shift a much greater percentage to the safe harbor of money market accounts and other cash equivalents.

ETFs are not the only pertinent innovation — the authors also mention long - dated swaps, robo - advisors, exchange - traded notes (ETNs), and separately managed accounts (SMAs)-- but, from the taxable investor's perspective, they are the most important advance over mutual funds.

Accordingly, as a condition of participating in the SMA Program, you must be an IB account holder or open and fund an account with IB.

This designation is intended to avoid confusion with a similar product typically offered by individual wealth or financial advisers and termed a separately managed account (SMA) or a unified managed account (UMA).

H H hi, Justin Bennett I trade for a living Time frame: daily Account size: micro set up: sma 50 + channel or triangle + middle line + s / r lines I used to trade: candlesticks and forex actually: OHLC bars and CFD's (+ Gold) Thanks for your input Regards Paulo

IndexIQ currently offers 13 ETFs and one mutual fund, many of which were first - of - their - kind and now have five - and six - year track records, along with a full suite of separately managed accounts (SMAs), ETF model portfolios, and indexes.

Each Separately Managed Account (SMA) portfolio is subject to an account minimum, which varies based on the strategies included in the porAccount (SMA) portfolio is subject to an account minimum, which varies based on the strategies included in the poraccount minimum, which varies based on the strategies included in the portfolio.

But can you maybe just maybe size for us at least within the SMA bucket, how big that strategy and its variations is relative to your equity SMA or your equity separate account is?

A mix of stocks, bonds, mutual funds, exchange - traded funds, and, if appropriate, separately managed accounts (SMAs) 2

I figured I was only risking 1 % of my trading account on this play with the stability of the $ SPY the odds were that the most it would fall is 1 % to lose the 10 day sma and I could get out or 2 % worst case scenario.

This strategy includes a broad range of investment options including stocks, bonds, mutual funds, exchange - traded funds (ETFs), and separately managed accounts (SMAs) when appropriate.

OptionSellers.com is a licensed CTA (Commodity Trading Advisor) that offers high net worth clients SMAs (separately managed accounts) where the strategy is selling options on commodities to generate income.

I had to take my retirement account to cash at the end of 2015 with the loss of the 200 day SMA and leave it in cash equivalents as the market was presenting too much risk for any longer term trend trades with size this year.

During that time, he also oversaw the mass construction of separately managed accounts (SMAs).

We have teams in North America, Asia, Europe and the Middle East handling private fund matters throughout the world in all aspects including: without limitation, fund formation; the secondary sales of private fund interests, individually, or as portfolios; customized private capital formation structures, such as complex separate accounts, captive funds, SMAs, IMAs, funds - of - one, co-investments, platform arrangements, consortia, and joint venture arrangements.