Investment vehicle of choice

MANAGED 

ACCOUNTS

Designed for Transparancy

A separately managed account (SMA) is a portfolio of securities directly owned by the investor and managed according to a specific discipline and/or style by Bóveda Asset Management based on the investor's  individual risk/reward profile.

 

The key difference between a mutual fund and a separately managed account, or managed account,  is what an investor actually owns. A mutual fund shareholder owns shares in a pool of securities owned jointly by all shareholders of the fund. Each share of the fund represents a small interest in each and every security the fund owns. In contrast, a managed account client owns individual securities — stocks, bonds or any other securities in which the account may invest. These are not commingled with securities owned by other individuals who may invest in similar separately managed accounts.

 

SMAs are the investment vehicle of choice among high net worth individuals seeking sophisticated investment solutions and direct ownership of securities in their accounts.

 

To learn more about separate managed accounts or to open your account contact us today.

 

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Not FDIC insured | May lose value | No bank guarantee

 

Bóveda Asset Management, Inc is a registered investment advisory firm and investments into any fund managed by Bóveda Asset Management, Inc is not insured by the FDIC, and is not a deposit or obligation of, or guaranteed by Bóveda Asset Management or any affiliate. An investment in any Bóveda Asset Management, Inc managed fund involves risks, including possible loss of principal.

 

Please carefully read the prospectus or any offering memorandum and summary prospectus or and consider the investment objectives, risks, charges and expenses of any Bóveda Fund before investing. Call 888.569.8883 to obtain a prospectus; offering memorandum or summary prospectus, which contains this and other information about any of our offered fund or investment strategy.

 

Shares of the Bóveda Funds are offered only by a current prospectus or offering memorandum and are intended solely for persons to whom shares of US registered and non-registered funds may be sold. This site shall not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of shares of the Bóveda Funds in any jurisdiction in which such offer, solicitation or sale would be unlawful.

Bóveda Asset Management is a registered trademark of Bóveda Asset Management, Inc.