Thornburg Investment Management has, since 1998, served investors through a diverse series of separately managed accounts offered to institutional investors as well as high net worth individuals. The same portfolio management teams that have guided Thornburg's mutual funds since 1984 manage the separate account strategies, ensuring consistency with Thornburg's disciplined investment methodologies.
Institutional investors with $10 million in investable assets receive a customized service offering which includes reporting, a client service team and access to our investment professionals. Individual investors with under $10 million investable assets are invited to consult with their financial advisors as to how we can assist them in achieving their financial goals.
Issued by Prima Capital and Investment Advisor magazine, the Thornburg International ADR Strategy received the 2010 Separately Managed Account (SMA) Award for the International category. The award is based on a qualitative analysis of SMAs. Nominees are required to have a minimum of $250 million in assets under management, manager tenure of at least three years, wide availability through retail programs, and above average rank in at least four of the five SMA Evaluator categories – Firm Quality, Resources, Level of Client Service, Tax Efficiency, and Performance. This award is not indicative of Thornburg Investment Management’s future performance and is not representative of any one client’s experience.
