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Imagine an investment portfolio crafted with the same care and precision as a bespoke suit—a portfolio that is not just held for you, but is built around you. This is the essence of a Separately Managed Account (SMA) at AWAIM. Unlike a mutual fund where your capital is pooled with thousands of others, an SMA is a portfolio of individual securities that you own directly, managed exclusively on your behalf by our dedicated team. This structure provides an unparalleled level of customization, transparency, and tax efficiency. It allows us to move beyond a one-size-fits-all model and construct a portfolio that reflects your unique financial goals, personal values, and specific tax situation.
We provide access to liquid, short-term yielding and other cash-equivalent instruments that offer more competitive rates than traditional checking or savings accounts. This allows your liquid assets to maintain purchasing power against inflation.
Your peace of mind is paramount. We utilize a network of banks and financial institutions to structure your holdings, often allowing for expanded FDIC (USA only) insurance coverage far beyond the standard limits of a single institution.
High yields do not come at the cost of access. Our cash management solutions are designed to keep your funds liquid and readily available, providing you with the "dry powder" needed to seize investment opportunities or meet unexpected financial needs.
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