A Professionally Managed Account (PMA) is an investment account managed by InvestSMART. Opening a PMA allows you to choose one or more portfolios tailored to your retirement goals and risk tolerance. As you approach retirement, you can adjust the portfolios within your PMA to align with your evolving financial objectives and risk profile. InvestSMART will manage and monitor your retirement investment portfolio, leaving you free to focus on living your life.
What is a Professionally Managed Account (PMA) for retirement-focused investors?
Updated over a month ago