Portfolio SMAs

Commerce Street Investment Management (CSIM) offers separately managed account (SMA) solutions that provide investors with direct ownership of individual securities within a professionally managed portfolio.

Our portfolio SMA solutions are designed for institutional investors, family offices, and high-net-worth individuals who seek customized investment management with the transparency and tax efficiency that comes with direct account ownership.

Benefits

• Direct ownership of underlying securities
• Customizable investment guidelines and restrictions
• Tax-loss harvesting opportunities
• Transparent fee structures
• Institutional-grade portfolio management
• Regular performance reporting and communication