Strategist UMA
Strategist UMAs allow advisors to offer their high net worth clients customizable solutions from some of the industry’s leading asset managers.
Strategist UMAs allow advisors to offer their high net worth clients customizable 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 but take it a step further to offer separate account equity sleeves, bond sleeves that allow for individual fixed income securities and the ability to equip the strategy with a tax and/or values overlay.