SMA INVESTMENT APPLICATION

Investing in an SMA with Emit Capital

Our domestic and international clients can invest in Emit Capital’s model portfolio strategy by establishing a Separately Managed Account (SMA) through Interactive Brokers (IBKR). IBKR are one of the world’s leading broker/dealers. They provide direct-access trade execution and clearing services to sophisticated investors, active traders and institutions and have a consolidated equity capital of more than $13.3 billion.

Learn more about the strength and client protection of Interactive Brokers here and below:

Simple 3-step Application Process

Opening an SMA account with Emit Capital is very straightforward. Simply follow the 3 step process:

Step 1: OPEN AN ACCOUNT

Fill out Interactive Broker’s  Electronic Application.  If you have any questions while you do this, don’t hesitate to call us and we will walk you thru it.

Step 2: FUND THE ACCOUNT

You can do this in multiple ways. If you have an existing brokerage account that is a source of funds, you can do this all online through the automated process known as ACAT.  You may also wire the Funds following Interactive Brokers Funding Instructions.

Step 3: SIGN THE INVESTMENT ADVISORY AGREEMENT

Completing our Investment Advisory Agreement authorizing us to manage your account.

Contact Us today to discuss establishing an SMA with Emit Capital Asset Management and start investing in our global climate finance portfolio.

A leading Investment Manager focused on global climate finance and impact investments