2
FOR INVESTMENT PROFESSIONAL USE ONLY. NOT FOR USE WITH THE INVESTING PUBLIC.
A sophisticated offering for
clients, made simple and easy
for you, the advisor.
Strategist UMA allows advisors to offer their high-net-worth clients the ability
to customize solutions from some of the industry's leading asset managers.
Similar to a fund strategist
portfolio, these models allow you
to outsource the asset allocation
and investment product selection
of your portfolios and offer:
Separate account equity sleeves
The ability to equip the strategy with
a tax and/or values overlay
Bond sleeves that allow for individual
fixed income securities
20250520-4518218
█████████████████
Ì200008NU93Î
