For investors who want full control and customization, Tangent Capital Advisors offers Separately Managed Accounts (SMAs). These accounts provide a personalized portfolio designed exclusively for you, managed by our team of experienced financial professionals.
With SMAs, you own the individual securities in your portfolio, allowing for greater transparency, flexibility, and tax efficiency. This solution is ideal for high-net-worth individuals seeking tailored strategies that align with their unique financial objectives.
We build and actively manage a fully customized portfolio based on your goals, risk tolerance, and time horizon.
Each SMA is designed under strict regulatory compliance and managed with disciplined investment processes.
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