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The SMA seeks tax-efficient, customizable core growth equity exposure.
Key differentiators
Custom proposals
1.
Unlock the power of Allspring SMA strategies
Select the strategy that fits a portfolio’s objectives. Access Allspring SMA strategies with the tax-advantaged, customizable, and personalized features through the intelligent Remi ecosystem.
2.
Let Remi provide you with a custom client proposal
Log In now or request portal access for Remi to input client-specific preferences and choose from broad customization options—to generate a tailored investment proposal.
3.
Contact your dedicated SMA specialist
Meet the Allspring Team designed to empower financial advisors and their clients to invest for smart outcomes and refine the optimal customization options for each portfolio.
| Literature | Date | |
|---|---|---|
| Fact Sheet | 3/31/2025 | Download |
Allspring Managed Account Services (the firm) is a unit within Allspring Global Investments and is responsible for the management and administration of the Allspring Funds Management, LLC, retail separately managed account portfolios (wrap portfolios). Allspring Funds Management acts as a discretionary manager for separately managed accounts ("SMA") and as a non-discretionary model provider in a variety of managed account or wrap fee programs (“MA Programs”) sponsored by third party investment advisers, broker-dealers, or other financial services firms (a “Sponsor”). When acting as non-discretionary model provider, Allspring Funds Management responsibility is limited to providing non-discretionary investment recommendations (in the form of model portfolios) to the Sponsor. The Sponsor may use these recommendations in connection with its management of MA Program accounts. In these “model-based” programs, the Sponsor serves as the investment manager and maintains trade implementation responsibility.