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.
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:
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.
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.
Tax Efficiency: UMA provides strategic tax management, helping to reduce your overall tax liability through coordinated investment decisions, ultimately increasing your after-tax returns.
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.
Personalization: UMAs offer tailored strategies that precisely match your individual risk tolerance, objectives, and preferences.
UMAs provide clarity and convenience, making your financial journey smoother and more intuitive.
