SMArtX Advisory Solutions Broadens Its Lineup
SMArtX Advisory Solutions, a long-standing innovator in managed accounts technology, has expanded its Manager Marketplace again. The latest update adds twelve strategies from seven asset management firms, increasing the platform’s breadth to 1,514 strategies from 315 firms. More choice, more ways for advisors to match client goals—without adding complexity.
New Strategies Expand Advisor Options
The newest entrants to the SMArtX Manager Marketplace are Clinton Investment Management, Macquarie, Pictet Asset Management, Rockefeller Asset Management, and Verity Investment Management. Together, they introduce approaches ranging from municipal credit to large-cap growth—options that meet different preferences, constraints, and timelines.
Diversified Investment Solutions
Each strategy from these firms adds new angles to an already wide shelf of offerings. Clinton Investment Management, for example, contributes a set of municipal solutions designed to address different risk profiles and market environments, giving advisors more control over how they personalize portfolios.
Existing Firms Expand Offerings
Current partners aren’t standing still either. ARS Investment Partners and Thompson Capital Management have broadened their menus with strategies focused on small-cap opportunities and tactical large-cap growth. The result: advisors get more levers to pull when fine-tuning allocations for specific client needs.
The Complete List of New Strategies
Here’s the by-firm list of strategies newly available on SMArtX:
- ARS Investment Partners:
- Focused Small Cap
- Clinton Investment Management:
- Municipal Credit Opportunities
- Municipal Market Duration
- Municipal Short Duration
- Macquarie:
- Delaware Ivy Large Cap Growth SMA
- Pictet Asset Management:
- John Hancock Global Environmental Opportunities
- Rockefeller Asset Management:
- US Equity
- US Small Cap Core Equity
- US Small Cap ESG Equity
- US Small-Mid Cap Equity
- Thompson Capital Management, LLC:
- TCM LHA Tactical Q
- Verity Investment Management:
- Core Income Growth
Leadership Insights
Dan Phillips, CFA and Chief Investment Officer of SMArtX, underscored the goal behind the additions: “With this most recent set of new strategies added to the SMArtX manager marketplace, we continue our efforts to broaden and deepen the opportunity set of fulfillment options for our advisors to meet their clients’ specific needs.” The through line is clear—more precise tools, better alignment with client outcomes.
Learning More About SMArtX Services
Advisors who want to explore the full lineup can review detailed manager profiles and supporting resources on the SMArtX website. Those materials help narrow the field, compare approaches, and select strategies that map closely to a client’s objectives and constraints.
About SMArtX Advisory Solutions
SMArtX Advisory Solutions is an award-winning provider of managed accounts technology. At its core is the SMArtX turnkey asset management platform, built to help advisors integrate investment products without friction. Its modular, microservices-based design allows users to configure what they need and leave the rest, so the workflow fits the practice—rather than the other way around.
Advisors lean on SMArtX’s technology to automate key investment processes and simplify day-to-day account management. The platform supports a wide range of firms—RIAs, broker-dealers, asset managers, custodians, and FinTech companies—looking to modernize operations and deliver a cleaner client experience. More choice, less noise.
Frequently Asked Questions
What’s been added to the SMArtX Manager Marketplace?
SMArtX has added twelve new strategies from seven asset management firms, bringing the marketplace to 1,514 strategies offered by 315 firms.
Which firms are contributing new strategies?
New additions come from Clinton Investment Management, Macquarie, Pictet Asset Management, Rockefeller Asset Management, and Verity Investment Management. Existing partners ARS Investment Partners and Thompson Capital Management also expanded their lineups.
What kinds of strategies are now available?
The update covers a range of approaches, including municipal credit–focused strategies, large-cap growth, and multiple U.S. equity options across market caps and styles.
Who oversees investment strategy at SMArtX?
Dan Phillips, CFA, serves as Chief Investment Officer and guides strategy development and platform expansion.
How can I learn more or evaluate these strategies?
You can review manager profiles and resources on the SMArtX website, which help advisors compare options and choose strategies that fit specific client needs.
