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Joel Weiss

UAT Managed Accounts UAT


Managed Accounts

At Loomis Sayles, we offer innovative client-focused solutions built on a foundation of integrated global research.

With our SMA solutions, direct ownership of the underlying securities can provide your clients with several features, including transparency, customization and greater tax efficiency. Our SMA commitment is designed to meet the growing needs of our sophisticated clients and seek attractive, consistent returns.

Andy Scheirer
Associate Client Portfolio Specialist, Intermediary Distribution
(630) 684-8671

ADV Part 3: Client Relationship Summary (CRS)

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