Portfolio SMAs

Customizable separately managed accounts (SMA)

Commerce Street Investment Management (CSIM) provides discretionary investment management services for family offices and high net worth (HNW) investors.

  • SMAs can offer turnkey investment solutions, simplifying the investment process and creating significant cost-savings.
  • Allows clients to set a core allocation utilizing factor tilted (smart beta) to favor US equities and especially mid-cap equities versus broad world indexes
  • Each portfolio is diversified and rebalanced annually targeting outperformance of top tier endowments as measured by the NACUBO
  • Historically, models have outperformed the respective benchmarks over 3, 5, and 10-year periods
  • Opportunity to add a private equity allocation to enhance and smooth returns
  • Endowment style models with top decile performance against top university endowments
  • Monthly reporting is customizable and delivers a high level of transparency