Separately Managed Account Investment Strategy

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.

For more information, please contact Elizabeth Lack at

SL Advisors MLP & Energy Infrastructure SMA
  • Aims to outperform the Alerian MLP Index with similar volatility and low turnover
  • Unleveraged, long only portfolio of Master Limited Partnerships (MLPs) and corporations focused on the Midstream sector (Pipelines)
  • Does not own MLPs with 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.