Separate Account Exchange is an open-architecture platform that allows access to a "supermarket" of Separately Managed Account (SMA) strategies provided by third-party investment managers. It allows investors to choose the money managers and investment styles that best fit their individual needs.


The Separate Account Exchange service will include all the major capitalization segments, styles and asset classes. That means you will have the freedom and flexibility you need while maintaining custody of your assets. Montello Wealth Management will conduct the manager due diligence and directly negotiate manager fees and billing arrangements.