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Custom Stock SMA Solutions
Strategic portfolios engineered to align with your firm's objectives and cater to your clients' unique needs, meticulously constructed and managed by our team of experts.
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SMA Strategies
Target Risk SMA Series
Evestia’s target risk strategies are designed to provide a smoother ride for clients by managing risk effectively.
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These strategies often exhibit lower risk than their benchmarks by selecting low-volatility stocks and diversifying across bond sectors.
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Strategies include 50 individual, high-quality, global stocks paired with multi-sector fixed-income ETFs, allowing advisors to tailor risk levels to clients’ needs.
Strategies Built Around Your Firm
Crafted to Your Specifications
Answer a few key questions to help us craft a strategy aligned with your preferred investing style and objectives.
Once your goals are clear, we'll create and execute the strategy on your behalf, allowing you more time to focus on meeting with clients.
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Partnership
Unlock your firm's full potential with a single phone call. In just 20 minutes, share your unique story, mission, and partnership requirements with us. We will delve into the intricacies of how our collaboration aligns with your business and guide you through the envisioned partnership.
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