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The need for personalization and adaptability has grown as investors search for solutions to meet their individualized financial objectives. Separately managed accounts provide the flexibility and control needed to express preferences when investing for a particular outcome.
An SMA is a portfolio of fixed income, equities or other securities where an individual investor maintains direct ownership over the investments professionally managed on their behalf.
SMAs are ideal for clients seeking to capitalize on the benefits of working with a professional investment manager while retaining the ability to influence various aspects of their specific portfolio.
SMAs offer a way for individual investors and their investment manager to build a portfolio with tailored objectives that seek to achieve more personalized results.
Our dedicated investment professionals at Nuveen collaborate with financial professionals and clients to identify individual objectives and develop a strategy.
Understanding what our clients want and how to tailor portfolios that meet their needs is second nature to us.
Consult with us to review individual holdings, and we can recommend action steps based on particular objectives.
As an account is being invested, we’re here to provide regular updates. Once in place, the portfolio is optimized for rebalancing and tax loss harvesting as applicable.
1 Cerulli Associates, The Cerulli Report, U.S. Managed Accounts 2025. Data as of 31 Dec 2024, updated annually. Based on total assets; includes model separate accounts and proprietary assets.
2 Pensions & Investments, 16 Jun 2026, updated annually: most recent data available. Rankings based on total worldwide assets as of 31 Dec 2024 reported by each responding asset manager, with 369 firms responding.
A separately managed account (SMA) is a private portfolio of actively managed, individual securities that may be customized to achieve an individual investor's unique objectives.
SMA accounts typically require a minimum investment of $100,000 for equity and asset allocation strategies and $250,000 for fixed income strategies, although the specific minimum account size varies by program and may be subject to change. The manager may waive these minimums based on client type, asset class, pre-existing relationship with client and other factors. For certain accounts, a negotiated minimum annual fee applies. Please consult with your Nuveen Advisor Consultant for applicable minimums.
Check with your financial professional for specific product availability and performance information. This information may change without notice. From time to time, we may close or reopen strategies.
Important information on risk
Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Certain products and services may not be available to all entities or persons. There is no guarantee that investment objectives will be achieved.
Although this material contains general tax information, it should not replace an investor’s consultation with a professional advisor regarding their tax situation. Nuveen is not a tax advisor. Investors should consult with their legal and tax advisors regarding their personal circumstances.
Nuveen Asset Management, LLC, and Winslow Capital Management, LLC are registered investment advisers and investment specialists of Nuveen, LLC. The investment advisory services, strategies and expertise of TIAA Investments, a division of Nuveen, are provided by Teachers Advisors, LLC and TIAA-CREF Investment Management, LLC.
Nuveen, LLC provides investment solutions through its investment specialists. Nuveen Asset Management, LLC is an SEC registered investment adviser and an affiliate of Nuveen, LLC.
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