Separate Managed Accounts (SMAs)

Our approach is simple: provide clients with investment solutions that are diversified, transparent, and actively managed. The goal of IPS managed account portfolios is to deliver an increased level of predictability through a rigorous, disciplined process that not just manages portfolio risk but actually defines it. Utilizing sophisticated risk management strategies helps us provide consistent investment returns to pensions, endowments, and financial advisors

IPS Offerings

Investment Portfolio Solutions offers three risk-based Separate Managed Accounts: the IPS Endowment portfolio, the IPS Conservative portfolio, and the IPS Moderate portfolio. These SMAs are available to investment professionals and institutional investors. 

SMA Availability

The Investment Portfolio Solutions SMAs are available directly through IPS with TD Ameritrade as the custodian, and can also be accessed through select other platforms. Please check with us to see whether IPS SMAs are available through your custodian.

Contact Us to invest in Separate Managed Accounts within your pension, endowment, or clients' accounts.