Separately Managed Account Investment Strategies

Clients open accounts at Charles Schwab, which is the largest provider of custody services in the United States. Clients have:

  • Real-time access to their accounts with full transparency into investments
  • Immediate liquidity providing ability to withdraw money at anytime
  • Detailed monthly statements mailed directly from Schwab.

SL Advisors offers two SMA strategies focused on American energy infrastructure. One is for K-1 tolerant investors and one is for 1099 only investors.

SL Advisors MLP Strategy
  • Aims to outperform the Alerian MLP Index with similar volatility and low turnover
  • Unleveraged, long only portfolio of publicly traded stocks and Master Limited Partnerships (MLPs) focused on the Midstream sector (Pipelines)
  • Biased towards General Partners (GPs) and MLPs without burdensome Incentive Distribution Rights (IDRs)
  • Appropriate for high net worth investors desiring exposure to North American Energy Infrastructure and comfortable receiving K-1s for individual investments rather than 1099s.
SL Advisors Energy Infrastructure Strategy
  • Aims to outperform the Alerian MLP Index with similar volatility and low turnover
  • Unleveraged, long only portfolio of stocks focused on the North American Midstream Energy Sector (Pipelines)
  • Biased towards General Partners and companies with predictable, growing cash flows
  • Appropriate for investors and institutions who want exposure to North American Energy Infrastructure that do NOT wish to receive K-1s