Separately Managed Accounts ("SMAs") are a type of professionally managed investment accounts that invests in individual securities on a discretionary basis and provides our clients the flexibility of restricting the holding of certain securities and tactically utilizing gains and losses for tax planning purposes. Our firm's Financial Advisors will leverage Eagle's robust offering of non-proprietary SMA strategies available through third party money managers to either custom design a holistic investment portfolio or will utilize individual strategies to address your specific allocation needs.