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| How do I know that an SMA really makes sense for me? |
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| How will you select the portfolio manager who is right for me? |
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| How do I customize my SMA to address my unique objectives? |
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| How do I leverage an SMA to achieve a tax benefit? |
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| How will you keep me informed about my SMA's performance? |
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| How will I keep track of my SMA holdings and account activity? |
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| How will I know if my SMA is really performing as anticipated? |
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| What if I'm not satisfied with my SMA's performance? |
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| How do I tap into the knowledge of my portfolio manager? |
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What are the costs associated wth my SMA, and how are they determined? |
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