Sherborn, MA Office

EMA SMA provides discretionary portfolio management and investment advisory services to qualified, high‑net‑worth clients. The firm advises on a range of instruments—including equities, fixed income, ETFs/ETNs, private placements and a stated emphasis on precious‑metal equities—and documents client objectives in an Investment Policy Statement with ongoing portfolio monitoring.

The firm combines fundamental, technical, cyclical and charting analysis and employs both long‑ and short‑term strategies, including short sales, margin transactions and options. EMA SMA also uses performance‑based compensation for its client accounts, with a loss carryforward (high‑water‑mark) mechanism disclosed in its brochure, and seeks to allocate trading opportunities equitably across clients.

EMA SMA is notable for its operational affiliations with other investment entities and private funds it sponsors, and principals’ roles in related investment and corporate activities; the brochure discloses the sale of interests in a private fund managed by affiliated entities and relationships with crypto fund entities. The firm’s use of borrowing and derivatives in managed accounts and its restriction to qualified clients distinguish it from many peers and are highlighted alongside its disclosed conflict‑management practices.