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First Trust Advisors L.P. Managed Account Solutions
Our managed account platform delivers professional active management through a comprehensive suite of
Separately Managed Account (SMA) strategies and Custom Wealth Solutions designed to meet the growing
demand for personalized investment strategies. We provide seamless access to a range of asset classes
and innovative investment strategies with turnkey core strategies and fully customizable solutions.
We empower advisors to address clients' unique financial goals, risk tolerances, and values—delivering
tailored, dynamic strategies to meet a wide range of client objectives.
Core Strategies
Our core SMAs provide exposure to traditional asset classes, investment styles, and innovative investment strategies,
applying consistent management across multiple accounts.
Custom Wealth Solutions
Our Custom Wealth Solutions provide comprehensive asset allocation with a 360-degree approach to each client's financial needs.
We seek to deliver thorough governance and risk management through meticulously customized investment policy statements. We aim
to deliver a seamless, trusted experience that adapts to each stage of the client's financial journey to stay on track toward their long-term goals.
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Custom Option Solutions
Fully customized hedging and overlay strategies that are tailored to an investor’s goals and objectives.
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Direct Indexing
Seeks to closely track the performance of a market index while seeking to create tax alpha to increase returns in taxable accounts.
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Premium Direct Indexing
Combines direct indexing with option overlay capabilities customized to individual risk tolerance, time horizons, income enhancement, and tax objectives.
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The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
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