Private Wealth Series: ETF, Mutual Fund, and SMA: Pros, Cons, and Portfolio Fit

With an expanding range of investment vehicles available to private clients, understanding the relative advantages of ETFs, mutual funds, and separately managed accounts (SMAs) is critical. This session will explore how fees, account minimums, tax efficiency, and customization shape the utility of each structure. Learn how wealth managers are selecting and combining these vehicles to meet diverse client objectives across the private wealth spectrum.