Overview
We complement our diversified, asset allocated, discretionary strategies with a curated network of separately managed accounts (SMAs) and institutional platforms (e.g. direct indexing / tax-loss harvesting SMA’s)
These partnerships allow us to expand the opportunity set available to clients—bringing specialized expertise across asset classes, investment styles, and market environments—while maintaining a disciplined, centralized portfolio construction process.
ClearTrack Portfolio Construction Framework
Client portfolios are built through a structured, layered approach:
Institutional-Quality Investment Access
Through Raymond James, we provide access to strategies that may not be available through traditional investment vehicles.
- Broad access across equity, fixed income, and alternative strategies
- Exposure to differentiated investment approaches
- Institutional-level research and portfolio management
Many of these strategies are implemented through separately managed accounts (SMAs), allowing for a more direct and tailored investment experience.
Customization & Flexibility
SMAs can allow portfolios to be managed at the individual account level rather than pooled with other investors potentially providing these benefits:
- Direct ownership of underlying securities
- Greater flexibility in portfolio construction
- Ability to incorporate tax-aware and tax-efficient strategies
- Enhanced transparency into holdings and activity
- Cost advantage as compared to mutual funds and exchange traded funds
This structure allows us to integrate strategies while maintaining alignment with your overall financial plan.
Our Role: Selection, Integration & Oversight
We do not outsource the investment decision—we enhance it.
Our role is to evaluate where strategies may add value and integrate it within your broader financial plan.
- Ongoing research and due diligence on strategies
- Regular engagement
- Continuous performance and risk evaluation
- Alignment with client objectives and portfolio structure
