Platform Separately Managed Accounts
Separately Managed Accounts are important for both wealth advisors and their clients and are offered through signal delivery and retail managed account platforms such as ORION, Folio Financial, and FulcrumEQ. SMAs provide the wealth advisor’s client with access to a variety of strategies the investor may not otherwise access with a high level of transparency. For portfolio model-makers, SMAs provide access to a variety of alternative strategies that may fill specific voids in an overall model, potentially offering diversification, tail-risk management, or simply presenting a non-correlated alpha engine.
*f/k/a TCM U.S. Equity Smart Index Strategy. On or about August 4, 2021, the name of the strategy was changed from TCM U.S. Equity Smart Index strategy to TCM LHA Tactical Beta strategy. The change in strategy name was not accompanied by any change to the components of the investment strategy, the portfolio managers, or the key principles involved but was simply a realignment in the naming convention.
Little Harbor Advisors, LLC has an exclusive license to employ and market the Tactical Beta Strategy, the Tactical Q Strategy, and the Alpha Seeker Strategy.