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Is my QuietGrowth account a Separately Managed Account (SMA)?
Your QuietGrowth account is not a Separately Managed Account (SMA). Instead, we provide you with the QuietGrowth service through the Managed Discretionary Account (MDA) structure.
Both SMAs and MDAs are the two major types of managed accounts. However, we believe we can provide you with a better investment management service through the MDA structure.