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Adjusted for Risk: Inside Separately Managed AccountsAdjusted for Risk: Inside Separately Managed Accounts

Zephyr Market Strategist Ryan Nauman discusses how SMAs can free up more of a wealth manager's time and enhance the client experience.

Ryan Nauman, Market Strategist

August 3, 2023

Zephyr Market Strategist Ryan Nauman discusses how SMAs can free up more of a wealth manager's time and enhance the client experience. Ryan also outlines the characteristics of SMAs and the benefits of incorporating the investment vehicle in your client's portfolios.

 

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About the Author

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.