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How to Invest Emerge always recommends the advice of a professional financial advisor before investing. Separate Account strategy offerings are not available to individual or private investors, please contact your advisor if you are interested.

Separately Managed Accounts (SMA’s)

A separately managed account is a portfolio of individual securities managed on your behalf by a professional asset management firm. You invest in individual securities, which can provide the ownership, control, and transparency you may seek. We’ll work with you to find the managed account that fits your needs.

Interested in Emerge’s Separately Managed Account Offerings?

Separate accounts offered through Emerge are only available through a financial advisor. If you are an individual investor please contact an advisor who we can connect with to start the process.

Click here to access the Emerge advisor portal to see what separate account offerings are available to you and your clients:

Advisor Portal

EMPWR Suite:

Emerge EMPWR Diversified Sustainability Separate Account Strategy

Emerge EMPWR Mid Cap Growth
Manager: Fernwood Investment Management

Emerge EMWPR Large Cap Dividend
Manager: Catherine Avery Investment Management

Emerge EMPWR Emerging Markets

 

Emerge EMPWR Global Equity
Manager: Zevin Asset Management

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Copyright © 2023 Emerge Capital Management, Inc., (“Emerge”) is an investment adviser registered with the Securities and Exchange Commission. The registration of an investment adviser does not imply any level of skill or training. This material does not constitute the provision of investment advice or the solicitation of investment advisory services in any jurisdiction where such offer or solicitation is unlawful. Investment advice is only provided by Emerge to clients who enter into an investment management agreement with Emerge. Information provided by Emerge Capital Management is for general educational and informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities mentioned. Certain of the statements contained herein are statements of future expectations and other forward-looking statements that are based on the current views and assumptions of Emerge Capital Management and involve known and unknown risks and uncertainties that could cause actual results, performance, or events to differ materially from those expressed or implied in such statements. Past performance is no guarantee of future results. Equities may decline in value due to both real and perceived general market, economic, and industry conditions. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities mentioned in this presentation. Website by Nightshift Creative