Managed Accounts

Capture the Knowledge Effect in your portfolio

SMA Strategies

Knowledge Leaders Global Equity Strategy

Knowledge Leaders Global Allocation Strategy

Two Knowledge Leaders SMA Strategies are available on Interactive Brokers

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UMA Strategies

Knowledge Leaders Strategies are now available at SmartX Universal Managed Account Platform.

SMArtX Advisory Solutions provide advisors, home offices, and asset managers with tailored solutions designed to bring the advisory industry into the modern age of investment technology. It also powers SMArtX’s off-the-shelf turnkey asset management platform with tools and functionality to streamline investment operations and manage client portfolios at scale.