presesentation Invesco QQQ SMA (Model Delivery)
This SMA seeks to deliver tax alpha using a highly systematic, quantitative, research-driven investment process while also offering clients the ability to customize based on individual goals.
Edward Jones
Separately Managed Accounts
Leverage the power of personalization to construct portfolios tailored across investment styles, sectors, and regions. Invesco SMAs offer customizable solutions designed to highlight the unique value you deliver to your clients.
Tax optimization
Continuously harvest losses, defer gains, and implement other techniques to enhance your clients' after-tax returns.
Customization
Tailor portfolios to meet your clients' specific tax and risk targets, reflect their values, and manage concentrated stock positions.
Investment access
Build equity portfolios using the investment ideas and strategies of one of the world's largest asset management firms.
Invesco SMAs available at Edward Jones
Seven of our most popular and widely used strategies at Edward Jones are now available as an SMA on the Custom Advisory Solutions Platform. Access Invesco’s fundamental active equity strategies while still benefitting from more streamlined levels of customization.
SMA |
Minimum ($) | Fee |
Eligibility | Download |
|---|---|---|---|---|
| Invesco QQQ SMA (Model Delivery) | $50,000 | 20bps | Eligible List | Fact sheet |
Invesco Growth & Income SMA |
$50,000 | 28bps |
IMR Focus List – Tier 1 | Fact sheet |
| Invesco Comstock SMA | $50,000 | 28bps | IMR Focus List – Tier 1 | Fact sheet |
| Invesco Mid Cap Core SMA | $50,000 | 30bps | Eligible List | Fact sheet |
Invesco Diversified Dividend SMA |
$75,000 | 28bps |
IMR Focus List – Tier 1 | Fact sheet |
Invesco Global SMA |
$75,000 | 32bps | IMR Focus List – Tier 1 | Fact sheet |
Invesco Mid Cap Growth SMA |
$100,000 | 33bps |
IMR Focus List – Tier 1 | Fact sheet |
| Invesco Small Cap Core SMA | $100,000 | 40 bps | Eligible list | Fact sheet |
Additional resources
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Fixed Income Opportunities
Fixed income mutual funds and ETFs recommended on the Edward Jones Focus List.
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Equity Opportunities
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