In comparison to a Separately Managed Account (SMA) where only one subadvisor is used, UMA’s invest across multiple strategies by using multiple subadvisors. The benefits of utilizing a UMA are extensive.
Basket – Multi-strategy total portfolio solution consisting of stocks, bonds, ETFs and managed investments all in one account.
Comprehensive Reporting – Comprehensive investment report which includes market commentaries, investment performance, performance attribution, portfolio activity and reasoning behind decisions, etc.
Householding – Simplify your portfolio reporting by including all family accounts including corporations, trusts, etc. into one quarterly report.
Exclusivity – Access to private market investments traditionally only utilized by institutional investors such as pension and endowment funds, charitable foundations and the ultra-high-net-worth.