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The Personalization Edge: How SMAs Are Redefining Wealth Management

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Includes a Live Web Event on 03/26/2025 at 12:00 PM (MDT)

The financial advice industry has spent years debating the wrong question. It’s not about whether active or passive management yields better client outcomes; it’s about connecting client needs, preferences, and goals to the strategies and approaches that best fit them. In this webinar, we explore why Separately Managed Accounts (SMAs) are a powerful tool in an advisors’ toolbelt to deliver personalized investment solutions tailored to individual investor needs. We’ll cover the benefits of SMAs and examine various SMA strategies—such as Index, Factor, and Values-based—to help you create client-centric portfolios while maximizing operational efficiency. 

By the end of the presentation, participants will be able to:

  • Articulate the definition, role, and benefits of investing with SMAs.
  • Evaluate SMA strategies in alignment with investors’ needs, preferences, and goals, and identify which type of investor benefits from each investment strategy.
  • Confidently convey and deliver value to clients without selling outperformance.

Zach Conway

Founder & CEO

Seeds Investor

Zach Conway is the founder and CEO of Seeds Investor, a technology platform that empowers advisors to deliver a more meaningful investing experience to clients by better understanding investors and delivering custom portfolios that align. Zach has been working as a financial advisor for nearly a decade, serving as a Managing Director at Conway Wealth, where he has helped grow the business by serving hundreds of clients and families over the years. When he’s not building innovative advice experiences, Zach spends his time with his wife and three young daughters. 

Dave Twardowski

Head of Investments

Seeds Investor

Dave Twardowski is the Head of Investments at Seeds Investor, where he oversees the full investments lifecycle from research to implementation. He joined the company after serving as Chief Investment Officer at Altafid and leading various algorithmic trading and investment strategy initiatives at Avantis Investors, Vise, and Dimensional Funds. Passionate about innovating at the intersection of technology, investments, and wealth management, Dave began his career developing flight control algorithms for Black Hawk helicopters and working with the NSA on projects that addressed national security issues. 

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The Personalization Edge: How SMAs Are Redefining Wealth Management
03/26/2025 at 12:00 PM (MDT)  |  60 minutes
03/26/2025 at 12:00 PM (MDT)  |  60 minutes The financial advice industry has spent years debating the wrong question. It’s not about whether active or passive management yields better client outcomes; it’s about connecting client needs, preferences, and goals to the strategies and approaches that best fit them. In this webinar, we explore why Separately Managed Accounts (SMAs) are a powerful tool in an advisors’ toolbelt to deliver personalized investment solutions tailored to individual investor needs. We’ll cover the benefits of SMAs and examine various SMA strategies—such as Index, Factor, and Values-based—to help you create client-centric portfolios while maximizing operational efficiency.
Course Evaluation
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available
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