Frequently Asked Questions
What are Separately Managed Accounts?
Separately Managed Accounts (SMAs) are personalized portfolios of assets. Unlike mutual funds or index funds, these individualized products allow managers to customize portfolios to each client's needs.
How do I open an account?
We begin the process by learning about your particular needs, goals, and financial status. Click the link below or fill out our online questionnaire to get started.
What are Equities?
Equity simply means ownership. In a financial context, equities represent an ownership stake in a company, usually in the form of publicly traded shares, or stock.
Why Invest in Equities?
We believe investing in publicly traded companies is one of the most effective ways of creating and maintaining wealth. Unlike most types of investments, companies can create value by creating new products and services, expanding into new markets, acquiring other businesses, and improving profitability. Benefits of share ownership can include income from dividends, liquidity, diversification, and the potential for capital appreciation.
Who has access to my money?
Only you can deposit or withdraw money from your brokerage account. A Limited Power of Attorney only authorizes us to make investments on your behalf. Your contract may be dissolved at any time without incurring any fees or penalties.
Do I need a brokerage account?
57 West Capital Advisors, Inc. does require you to have a brokerage account. We can work with your existing broker, or easily open an account with a broker of your choice.