Separately Managed Accounts (SMA)
Beginning in 1994, McLean Budden’s professional management was offered through the advisor network as a charter member of Canada’s first Separately Managed Account (SMA) platform.
Initially known as WRAP accounts, SMAs are similar to mutual funds in that a professional money manager develops a model portfolio specializing in a particular aspect of the market. The key difference between mutual funds and separate accounts is that, in a separate account, the money manager is purchasing the securities in the portfolio on behalf of the investor, not on behalf of a fund.
To maximize the benefits separate accounts offer, most investors work with a professional investment advisor. The advisor provides assistance with asset-allocation decisions, money-manager selection, and coordination of portfolio customization as well as tax harvesting.
McLean Budden offers over 20 portfolio strategies across 16 different platforms to fee-based advisors and their clients throughout Canada and internationally. McLean Budden provides investment advisors direct contact with a portfolio manager, thus providing a unique collaborative approach to meeting client needs.
Quick Links
Private Client Management Information
Foundations and Endowments Information
Sign up for our newsletter
McLean Budden regularly distributes a newsletter detailing the latest news, trends and research findings. If it's something you would look forward to receiving, please click here.
Contact Us
For all general inquiries, please contact us any time at
1 877 8 BUDDEN
If you would like to contact a particular office or individual, please click here.