Cryptocurrency Q&A
What is a Fidelity SMA?
What is a Fidelity SMA?
henry_taylor_architect
Sun Mar 02 2025
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answers
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A Fidelity SMA, or Separately Managed Account, is a customized investment account managed by Fidelity on behalf of a single client. It allows for personalized investment strategies, higher transparency, and control compared to common investment vehicles like mutual funds or ETFs.
7 answers
Sara
Tue Mar 04 2025
The components of SMAs are typically individual securities, allowing for a personalized investment strategy.
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DavidLee
Tue Mar 04 2025
Investors can work with advisors to customize their SMAs based on their specific investment goals.
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Daniele
Tue Mar 04 2025
Separately managed accounts, known as SMAs, represent a unique investment approach.
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Michele
Tue Mar 04 2025
SMAs focus on a targeted investment objective, ensuring that the portfolio aligns with the investor's financial plan.
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CryptoTitan
Tue Mar 04 2025
Fidelity offers SMA services, providing investors with access to professional management and personalized advice.
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