One of the little know means to grow capital was, until recently, only available for the wealthy -- a Separately Managed Account (SMA)
An SMA is not a mutual fund, not an index fund, and not a brokerage account. An SMA is an actively managed account by an investment professional on your behalf. Most SMAs require a $100,000 to $250,000 minimum.
Now, Marketocracy Capital Management LLC democratizes investment again with a $25,000 SMA. With a low entry point and a simple management fee, the SWAN Team SMA makes the performance and protection wanted by most investors accessible and affordable.
How it works
We use the model portfolios managed by FirstPerson Analysts and the SWAN Team at www.marketocracy.com to set up models at FOLIOfn (called mFOLIOs) that our clients can select through a FOLIOfn brokerage account.
When you become a managed account client, we will open a brokerage account in your name at FOLIOfn. You will have online access to view your holdings and transactions through FOLIOfn's website. Through this account, you can specify which of our mFOLIOs you would like your brokerage account to mirror. Upon receipt of your instructions, we will execute the trades necessary to match the current holdings of the mFOLIOs you selected. After that, whenever the mFOLIO Master changes the mFOLIO, we will mirror the trade in your account generally the next day.