• As a separately managed account (SMA) client of Beacon VP Capital, investor gains increased portfolio transparency, tax management capabilities and flexible biotech portfolio tailoring.
     
  • A separately managed account is a private portfolio of actively managed, individual securities. By not commingling assets with other investors, clients may closely monitor the portfolio’s progress.
  • As a result of individual security ownership, separately managed accounts offer tax flexibility through tax gain/loss harvesting potentially reducing the tax impact of the portfolio.

  • Each SMA account is protected by the Securities Investor Protection Corporation ("SIPC") for a maximum coverage of $500,000. Coverage does not provide against loss of market value of securities.