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Separately Managed Accounts Advisors Asset Management Conservative Taxable Period Ending March 31, 2014, Conservative Taxable Strategy www.aamlive.com Advisors Asset Management, Inc. (AAM) is a SEC
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What is separately managed accounts?
Separately managed accounts (SMAs) are individual investment accounts managed by a professional money manager.
Who is required to file separately managed accounts?
Individuals or entities who have separately managed accounts are required to file.
How to fill out separately managed accounts?
Separately managed accounts can be filled out by providing detailed information about the investments, performance, and strategies of the account.
What is the purpose of separately managed accounts?
The purpose of separately managed accounts is to give investors more control and customization over their investments.
What information must be reported on separately managed accounts?
Information such as asset allocation, performance data, fees, and investment strategies must be reported on separately managed accounts.
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