In comparison to a Separately Managed Account (SMA) where only one subadvisor is used, UMA’s invest across multiple strategies by using multiple subadvisors. The benefits of utilizing a UMA are extensive.
Multi-strategy total portfolio solution consisting of stocks, bonds, ETFs and managed investments all in one account.
Comprehensive investment report which includes market commentaries, investment performance, performance attribution, portfolio activity and reasoning behind decisions, etc.
Simplify your portfolio reporting by including all family accounts including corporations, trusts, etc. into one quarterly report.
Access to investments for accredited individuals regardless of your investor status.