Covestor Radio: Mutual funds vs. separately managed accounts


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: