Can I invest in a separately managed account (SMA) as an individual?

At this time, LIFG does not work directly with individual investors to provide SMAs. Individual investors must work through a financial institution to gain access to LIFG's SMAs. Currently, SMAs are available at UBS, Morgan Stanley, Merrill Lynch, LPL, Stifel, Raymond James, Envestnet, Hightower, Benjamin F. Edwards, Captrust, and more.