SMAs represent one of the most flexible and advisor-friendly applications of MarketGrader’s index methodology. They offer the benefits of institutional-quality research and disciplined stock selection with full portfolio transparency and control—an ideal pairing with MarketGrader’s fundamentally driven, rules-based indexes.

At the core of every MarketGrader-powered SMA is a curated portfolio of the highest-quality companies within the chosen segment of the equity market—selected using our globally consistent GARP + Quality framework. Advisors and asset managers gain the ability to offer clients access to professionally designed portfolios that adhere to rigorous standards of fundamental merit, with the added advantage of direct security ownership.

Transparency Meets Depth

Unlike pooled vehicles, SMAs enable full visibility into every underlying security. MarketGrader goes several steps further: advisors can access each company’s rating, its individual grades across 24 fundamental indicators, and even drill down into company-level reports. This empowers them to have more meaningful conversations with clients, backed by a transparent, data-rich framework that explains why each company is in the portfolio.

Solutions for Every Client Segment

For wealth managers and RIAs managing smaller accounts or operating with lower investment minimums, MarketGrader designs concentrated versions of our full index strategies—such as 30- or 50-stock models—crafted to maintain the integrity of the underlying methodology while delivering comparable risk-adjusted returns. This opens the door for broader adoption of institutional-quality strategies without compromising accessibility.

Ideal for White-Labeled Strategies

For RIAs, family offices, and wealth managers seeking to elevate their brand with proprietary offerings, MarketGrader’s indexes provide a ready-to-license intellectual foundation. Firms can deliver institutional-grade portfolio strategies under their own label while clearly powered by MarketGrader’s transparent and credible research engine—similar to an “Intel Inside” approach. This enables advisors to differentiate while maintaining the pedigree of an independent, global research methodology.

Global Breadth and Style Consistency

MarketGrader’s index suite spans U.S., developed, and emerging markets, allowing advisors to construct multi-sleeve SMA strategies or unified managed accounts (UMAs) with the same underlying investment DNA across all portfolios. Whether focused on sectors, regions, or market caps, every strategy adheres to the same disciplined GARP + Quality framework—making MarketGrader ideal for scalable, globally consistent solutions.

Customization + Compliance

Because SMAs are implemented at the individual account level, they’re ideal for customization: tax management, ESG overlays, sector or security restrictions, and personalized exposures can all be accommodated. MarketGrader’s indexes provide a structured foundation upon which asset managers can build portfolios tailored to each client’s unique goals and constraints—without sacrificing the discipline or consistency of a rules-based approach.