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About Us | Is an Investment Advisor right for me? | How does it work? | Third-Party or Separately Managed Accounts (SMAs)

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Third-Party or Separately Managed Accounts (SMAs)

Through our relationship with the Institutional Division of Charles Schwab & Co., Denali Capital has access to over 800 different investment managers and strategic disciplines. We can help investors seeking specialized expertise on particular asset classes or trading styles to choose the managers that best meet their need.

Separately Managed Accounts from well-known and respected professional managers are often available at a significantly lower cost than the same programs offered through national brokerage firms and banks. Minimum asset levels apply to these accounts, and may vary with the managers chosen.

 

 

 

 

 

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