Separately Managed Accounts

Expertly crafted portfolios for sophisticated investors.

    Expect more from your portfolio.

Balanced

Scales

SMAs combine the expertise of T. Rowe Price professional management, with the flexibility of an approach that considers investor's personal needs and preferences.

Transparent

MagGlass

Access to portfolio holdings and transaction history make it easy to compare performance against goals and objectives.

Tax Efficient

Coins

Investors have the flexibility to buy or sell specified portfolio holdings in order to manage their tax needs.

    Let's work together.

Our SMA Strategies

  • Equities
  • Fixed Income

International Core Equity SMA

Offers core international exposure by looking across the style spectrum for non-U.S. companies that have a favorable combination of growth prospects, fundamentals, and valuations.
Raymond A.  Mills
Lead Portfolio Manager

Raymond A. Mills is the portfolio manager of the T. Rowe Price International Core Equity Strategy. Mr. Mills also serves on the Investment Advisory Committees for other international equity, asset allocation, and global real estate strategies. He is a member of the International Equity Steering Committee and the Equity Brokerage and Trading Control Committee. Mr. Mills is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd.

U.S. Blue Chip Growth Equity SMA

Invests primarily in large U.S. companies that demonstrate long-term and durable, all-season growth and are well-established in their respective industries.
Larry Puglia
Portfolio Manager

Larry J. Puglia is a portfolio manager in the U.S. Equity Division of T. Rowe Price. He is president of the Investment Advisory Committee of the US Large-Cap Core Growth Equity Strategy. He has been managing the US Large-Cap Core Growth Equity Strategy since 1993 and has had lead responsibility for all institutional accounts and other investment products within the strategy since 1997. Mr. Puglia is a vice president of T. Rowe Price Group, Inc.

U.S. Growth Stock SMA

Seeks to invest in primarily common stocks of large U.S. companies that demonstrate high earnings growth, are positioned to benefit from powerful secular trends, and use innovation to gain a competitive edge.
Joseph Fath
Portfolio Manager

Joe Fath is the portfolio manager for the US Growth Stock Strategy and is a member of the portfolio management team for the US Large-Cap Growth Equity Strategy in the U.S. Equity Division. He is a member of the U.S. Equity Steering Committee. Mr. Fath is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.

U.S. Large-Cap Core Equity SMA

Invests across sectors and agnostic of style to find high-quality large-cap U.S. companies that exhibit compelling business models and strong management teams.
Jeff Rottinghaus
Portfolio Manager

Jeff Rottinghaus is a portfolio manager in the U.S. Equity Division of T. Rowe Price. He is president of the US Large-Cap Core Equity and Growth & Income Strategies and chairman of the strategies' Investment Advisory Committees. In addition, he is a vice president and an Investment Advisory Committee member of the Dividend Growth and Capital Appreciation Strategies. Mr. Rottinghaus is a vice president of T. Rowe Price Group, Inc.

U.S. Large-Cap Equity Income SMA

Aims to provide investors with income and capital appreciation through a conservative, relative value investment approach. The strategy focuses on finding high-quality dividend-paying companies with strong brands, franchises, or assets that appear undervalued.
John D.  Linehan
Portfolio Manager

John D. Linehan is the portfolio manager for the Equity Income and the US Concentrated Large-Cap Equity Income Strategies and co-portfolio manager of the US Large-Cap Value Strategy. In addition, he is the chief investment officer of Equity and a member of the firm's U.S. Equity Steering and Equity Brokerage and Trading Control Committees. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.

U.S. Value Equity SMA

Seeks to invest in high-quality companies that have promising financial outlooks and the potential for improved investor perception as they address issues that caused their valuations to become temporarily depressed.
Mark S.  Finn
Portfolio Manager

Mark Finn is the portfolio manager of the US Value Equity Strategy and is also co-portfolio manager of the US Large-Cap Value Equity Strategy. Mr. Finn is a vice president of T. Rowe Price Group, Inc.

U.S. Municipal Intermediate-Term Bond SMA

Seeks to maximize tax-free income by investing in intermediate term municipal bonds, with an emphasis on revenue bonds and holdings that are rated A- or better at time of purchase.
Hugh D.  McGuirk
Portfolio Manager

Hugh D. McGuirk is a portfolio manager in the Fixed Income Division at T. Rowe Price. He is head of the Municipal Bond team and a portfolio manager for the US Municipal Single State Bond Strategy. Mr. McGuirk is a member of the Fixed Income Steering Committee. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.

U.S. Municipal Short Intermediate-Term Bond SMA

Aims to generate tax-free income through investing in short-intermediate municipal bonds. Portfolio will have an emphasis on revenue bonds and bonds that have an A- or better rating at time of purchase.
Hugh D.  McGuirk
Portfolio Manager

Hugh D. McGuirk is a portfolio manager in the Fixed Income Division at T. Rowe Price. He is head of the Municipal Bond team and a portfolio manager for the US Municipal Single State Bond Strategy. Mr. McGuirk is a member of the Fixed Income Steering Committee. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.

  • Contact us
Dismiss
Tap to dismiss

Manage Subscriptions

Unsubscribe All
OK

Manage your watched Funds and Insights subscriptions here.

OK

Change Details

Congratulations! You are now registered.

Begin watching and receiving email updates for:

Ok

Sign in to manage your subscriptions and watch list.

Register

Download

Latest Date Range
Download Cancel

Institutional Content

I have read and agree to the terms and conditions
Confirm Cancel

This content is restricted for Institutional Investors use only. We were not able to validate your status as an Institutional Investor with the information you provided at registration.

Please contact the T. Rowe Price Team with questions or to revise your status.

1-800-564-6958

You will need to accept the Terms & Conditions again.

Ok

You have updated your email address.

An activation email has been sent to your new email address from T. Rowe Price.

Please click on the activation link in order to receive email updates.

Ok

You have an existing account

Click OK to view your subscriptions and watch list.

OK

Confirm Cancel
png