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 email@example.com
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.