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Thrivent Separately Managed Accounts

Expertly managed strategies designed to meet your clients’ goals

Separately Managed Accounts (SMAs) are professionally managed portfolios of individual securities designed to meet specific investment objectives. Backed by decades of our expertise and a commitment to long-term investment strategies, Thrivent SMAs help enable you and your clients to achieve financial goals with confidence and precision.

Why advisors are turning to SMAs

Transparency

  • Provide real time visibility into individual holdings & transactions
  • Get a clear view of account balances, transactions, fees, cost basis and other information to manage taxes.

Customization

  • Align portfolios with your clients’ goals, risk tolerance and interests
  • Offer investment flexibility to reflect your clients' individual-security priorities
  • Use adaptable strategies for changing investments to address your clients’ needs and market conditions

Tax efficiency

  • Create a personalized tax strategy portfolio
  • Tax-loss harvesting opportunities to offset gains & reduce taxable income

Why Thrivent Asset Management

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Expertise

We have more than 140 seasoned investment professionals and 50 years of managing investment products.

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Performance

Our performance-first philosophy is backed by disciplined portfolio management and a robust investment process.

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Experience

Eighty percent of our professionals hold advanced degrees or CFA designations and more than half have 20+ years of industry experience.

Use separately managed accounts to help achieve specific client investment objectives

Learn about the benefits of using Thrivent Separately Managed Accounts to provide your clients with investment solutions aligned with their investment needs.

Get the brochure

Features of SMAs vs. mutual funds & ETFs

Table features comparison between SMAs, mutual funds, and ETFs in terms of ownership, tax efficiency, trasnparency, customization, minimum investment, fees, trading, and who they're ideal for.

Explore our SMA offerings

Fact sheet

Commentary

Investment & market insights

Read, watch, and listen to portfolio managers and investment leaders through curated up-to-date articles, videos, and podcasts.

Gain our insights

Contact us

Are you a financial professional with questions? Contact us.

800-521-5308 | M-F | 8-5 p.m. CT

sales@thriventfunds.com