Unified Managed Accounts
Unified Managed Accounts (UMA): Simplifying Your Investment Life
A Unified Managed Account (UMA) simplifies investment management by combining multiple investment strategies into one cohesive account.
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Instead of juggling multiple separate accounts, UMA centralizes your investments, providing clear, consolidated reporting and comprehensive oversight. This unified approach greatly enhances your financial planning capabilities. Key benefits include:
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Efficiency and Clarity: UMA combines a variety of investment vehicles, including mutual funds, ETFs, stocks and bonds, into a single account structure, significantly reducing complexity.
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Customized Investment Strategies: Each UMA portfolio is uniquely customized based on your individual financial goals, risk tolerance and personal values, ensuring alignment with your specific investment objectives.
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Tax Efficiency: UMA provides strategic tax management, helping to reduce your overall tax liability through coordinated investment decisions, ultimately increasing your after-tax returns.
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Simplicity: All investments reside in one place, drastically reducing paperwork and administrative complexity.
Personalization: UMAs offer tailored strategies that precisely match your individual risk tolerance, objectives, and preferences.
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Personalization: UMAs offer tailored strategies that precisely match your individual risk tolerance, objectives, and preferences.
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UMAs provide clarity and convenience, making your financial journey smoother and more intuitive.
