POINT NEMO CAPITAL
Separately Managed Accounts
A structure built for serious capital. Direct ownership, full transparency, and no pooled-vehicle compromises — managed with institutional discipline.
THE STRUCTURE
Why a separately managed account?
Most wealth management is delivered through mutual funds or ETFs — pooled vehicles where you own shares of a fund, not the underlying securities. That structure creates hidden costs, tax inefficiency, and a lack of transparency.
A separately managed account (SMA) is different. Your portfolio holds individual stocks or ETFs directly in your name at a regulated custodian. Every position is visible. Every trade is made specifically for you. Every tax decision considers your situation.
For investors with meaningful capital, the SMA structure is the most direct, transparent, and controllable way to own a portfolio.
KEY TERMS
WHAT YOU GET
Everything a high-net-worth investor deserves.
Direct Ownership
You own the individual securities in your account — not shares of a fund. This means full transparency into every holding, dollar amount, and decision.
Custodied at Charles Schwab
All client assets are held at Charles Schwab, one of the most trusted custodians in the industry, with SIPC protection and institutional-grade infrastructure.
Transparent, Flat Fee
A single 0.75% annual advisory fee. No performance fees, no hidden charges, no fund expense ratios layered on top. You always know exactly what you pay.
No Lockups
Your capital is liquid. Unlike hedge funds or private equity, there are no lockup periods or redemption gates. You retain full access to your assets at all times.
Tax-Aware Management
Individually managed accounts allow for precise tax-loss harvesting, lot-level decisions, and coordination with your broader financial picture in ways that pooled vehicles cannot.
Boutique Accountability
You work directly with Brian Anderson — not a junior advisor or relationship manager. Every conversation is principal-to-principal.
Is a managed account right for your capital?
Schedule a private consultation to discuss your portfolio, objectives, and whether Point Nemo Capital is the right fit.