Custom Separately Managed Accounts
Parametric’s Custom Separately Managed Account (SMA) strategies are designed to help investors take charge of their financial futures.
Parametric’s SMA portal allows clients to build multiasset portfolios customized to their unique investing goals and apply active tax management to maximize after-tax results.
The result? Investors gain greater choice, control, and confidence.
Explore more custom SMA solutions
Why choose Parametric?
How it works
Intended benefits of SMAs

Diversification
Learn more >>
We develop investor-tailored solutions across multiple styles and asset classes, managed by a group of highly specialized investment managers.

Lower minimums
Learn more >>
We manage costs through lower minimums than other customizable SMA options, providing solutions to a broader range of investors.

Improved after-tax returns
Learn more >>
Third-party research has shown that tax management can add 1%–2% in after-tax excess returns.*

Added value
Learn more >>
We offer responsible investing screens, transition management, and consolidated on-demand reporting to accommodate a variety of investor requirements.
Get in touch
Want to know more about our Custom Separately Managed Accounts solutions? Complete our contact form, and a representative will respond shortly.
More to explore
Tom Lee, CIO and Co-President of Parametric: How I Invest Podcast

by Thomas Lee, Co-President and Chief Investment Officer
July 23, 2025
Tom Lee joins How I Invest Podcast, where he outlines Parametric’s philosophy: customization, long-term partnerships and a service-driven innovation in asset management.
Four Potential Solutions to Concentrated Stock Positions

by Jeremy Milleson, Director, Investment Strategy
July 10, 2025
Investors with concentrated stock positions have options to increase diversification and mitigate the tax burden.