082: How SMAs Help Optimize Tax Efficiency In Your Portfolio with Cam Iarrobino

Retirement Road Map

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Perhaps you’ve heard of Separately Managed Accounts (SMAs) but aren’t quite sure how they work or if they’re only suitable for high-net-worth investors. In this episode, we’ll break down the truth behind SMAs and why more investors are turning to them as a way to gain control, improve tax efficiency, and tailor their portfolios to their unique financial goals.

In today’s podcast, SHP Financial’s Matthew Peck is joined by Cam Iarrobino, Investment Analyst to explain how SMAs differ from traditional mutual funds and ETFs, and why they’ve gained traction in today’s complex market environment. They’ll walk you through the key benefits of SMAs—including transparency, customization, and after-tax yield—and how they can be used to align investment strategies with a client’s overall retirement plan.

In this conversation, you’ll learn the key benefits of SMAs—including customization and after-tax yield—and how they can be used to align investment strategies with a client’s overall retirement plan. You’ll also learn the importance of rebalancing, direct indexing your investments, and how to know when SMAs are (or aren’t) the right fit for you.

In this podcast interview, you’ll learn:

How SMAs offer greater customization and control compared to mutual funds and ETFs.
The increased flexibility and efficiency of direct indexing and tax-loss harvesting with SMAs.
The advantages of incorporating municipal bonds with SMAs and why their favored by SHP Financial.
The value of tax efficiencies and after-tax yield benefits of SMAs, especially for high-net-worth investors.
The difference between SMAs, ETFs and mutual funds with minimums, fees and flexibility.
How SHP Financial evaluates how to implement SMAs into their client portfolios.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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