Dimensional SMAs – The Next Dimension in Customized Investing
Date:
Thursday, July 27, 2023
Time:
11:30 am to 1:30 pm: Lunch/Education Presentation
Location:
FIVE Steakhouse (located inside the Inn at St. John's in Plymouth)
Registration Fee (includes three course lunch):
FPA Members: $35
Non FPA Members: $45
Full-Time Students: $35
Approved for 1 CFP CE.
Advance Registration Required.
What does the future of personalized investing look like? This presentation will explore the advent of customized separately managed accounts as a new tool to that empowers financial professionals to offer bespoke solutions to more clients. The session will cover:
- The evolution of the SMA vehicle in recent years.
- Overview of personalization capabilities offered in bespoke separate accounts.
- An in-depth explanation of the mechanics behind factor-based SMA portfolio management and trading.
- Summary of multi-faceted SMA tax management research.
About the Speaker: Jared Skurla is a Regional Director in Dimensional’s Charlotte office. Jared helps RIAs understand and implement the Dimensional way of investing within their practices. Prior to joining Dimensional, he spent 10 years as a relationship manager at SEI Investments, working closely with independent advisors. A CFP® professional, Jared holds a master’s degree in financial services from Saint Joseph’s University and a bachelor’s degree in finance from Bloomsburg University.
Questions? Contact Mary at info@fpami.com or (248) 330-7757.