SMA INVESTMENT APPLICATION
Investing in an SMA with Emit Capital
Our domestic and international clients invest in Emit Capital’s model portfolio strategies by establishing a Separately Managed Account (SMA) through the global Interactive Brokers (IBKR) platform.
IBKR have a specific platform designed for investment managers offering SMA investment products.
IBKR are one of the world’s leading broker/dealers. They provide direct-access custodial, trade execution and clearing services to sophisticated investors, active traders and institutions and have a consolidated equity capital of more than $13.3 billion.
Learn more about the strength and client protection of Interactive Brokers here and below:
Simple 3-step Application Process
Opening an SMA account with Emit Capital is very straightforward. Simply follow the 3 step process:
Step 1: OPEN AN ACCOUNT WITH INTERACTIVE BROKERS
Complete an Interactive Broker’s Electronic Application. We will send you a tailored application after discussing your portfolio allocation preferences. If you have any questions while you complete this application, don’t hesitate to call us and we will walk you through it.
Step 2: FUND THE ACCOUNT
You can do this in multiple ways. If you have an existing brokerage account that is a source of funds, you can do this all online through the automated process known as ACAT. You may also wire the Funds following Interactive Brokers Funding Instructions.
Step 3: SIGN EMIT CAPITAL’S INVESTMENT ADVISORY AGREEMENT
Complete our Investment Advisory Agreement authorizing us to manage your account on your behalf. We will forward this agreement to you along with the Account Application.
Contact us today to discuss establishing an SMA with Emit Capital Asset Management and start investing in our global equities portfolios.
