AbbotsfordAbbotsfordHead Office Mon - Fri 8:30am-4:30pm 1-604-743-4480/ 1-844-743-4480 Mon - Fri 8:00am-5:00pm 1-877-588-6822
Client Protection
Customized Solutions
Schedule a Call
Mooney Lane Private Wealth > Unified Managed Accounts

Unified Managed Accounts

UMA’s are one option Harbourfront investors have for managing their assets.

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.

World Class Reporting

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.

Our One Pager View our Company One Pager for more info. Click Here.

Want to know more?

Please feel free to contact us via the number below.


Let's Talk