Outlook

Covestor Radio: Mutual funds vs. separately managed accounts

by John Spence|Published May 8, 2014

Welcome to the latest edition of Covestor Radio, a show about money milestones and investing for your future.

In our latest show, Kimberly Clouse, Private Client Advocate and Chair of Covestor’s Advisory Board, discusses the differences between two popular investment vehicles: mutual funds and separately managed accounts.

She zeroes in on the benefits of separately managed accounts, particularly in comparison to mutual funds, which Kimberly covered in the previous episode.

She explains what a separately management account is, the major differences between SMAs and mutual funds, and some of the benefits they can provide — such as transparency and customization.

Clouse’s full appearance on Covestor Radio is embedded below:

AUTHOR

John Spence

John leads the editorial organization at Covestor, including the production, editing and distribution of content. He has extensive experience with creating high quality financial content and his work has appeared in several national newspapers and print publications, including The Wall Street Journal, Washington Post and the Chicago Tribune. Previously, he covered personal finance for MarketWatch.com and ETFtrends.com. In his early career, John was an editor for IndexFunds.com and IndexUniverse.com. From 2004 to 2011, he also wrote a weekly ETF Investing column for Dow Jones. He earned a BA from Middlebury College, and an MFA in Writing from the University of San Francisco.

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