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Separately Managed Accounts (SMAs)

If you prefer placing some or all of your investments into individual stocks, you should consider making separately managed accounts (SMAs) part of your investment portfolio. AMG National Trust Bank carefully evaluates separate-account managers who focus on a variety of equity asset classes and investment styles, including large-cap growth, large-cap value, small-cap growth, small-cap value and international. Working with a separate-account manager may also offer the following advantages to investors:

  • Greater control over your holdings.
  • Help in managing taxes.
  • Personal ownership of securities.
  • Elimination of mutual fund expenses.

Investment products: Not FDIC insured • No bank guarantee • May lose value