Unified Managed Account Solutions

A new way of looking at investing, we make it easy to create a personalized portfolio reflective of your needs, and easily customizable throughout every stage of life. It’s a visionary approach that gives you the flexibility you need and the diversification you want by combining all assets into one, easy-to-manage account.

We have the ability to create a Unified Managed Account (UMA) solution. The UMA allows for your portfolio to be constructed using dynamic asset allocation strategy and tactical asset allocation strategy, which may incorporate institutional-quality money managers, mutual funds and ETFs. Whatever your financial objectives are, your assets will be professionally managed to help you achieve your financial goals. Please read the Unified Managed Account Disclosures for important information.

Diversified Portfolio Managers

UMA Diversified Portfolio