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.