Unified Managed Account

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Unified Managed Account

An actively managed portfolio that contains many different investment vehicles, such as stocks, bonds, mutual funds, ETFs, and so forth. Some portfolios are structured such that they may only contain one investment vehicle or another, requiring an investor to open multiple accounts in order to diversify. A UMA prevents this.
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GFAM Active Return Opportunities is a Unified Management Account that tailors investment portfolios from up to 49 available asset classes and offers opportunistic investment management.
1 was cited by clients and partners as a major game changer in rep-as-pm and rep-as-advisor trading tools and for providing enhanced unified management account (UMA) overlay management tools - helping many firms in the managed account industry achieve significant growth in assets under management (AUM) in 2011.
We successfully launched Access Overlay(TM), our Unified Management Account platform, and anticipate significant growth as UMAs become the preferred delivery 'vehicle' for high net worth portfolios.
In addition, we were seeking a firm that sponsored a high quality Unified Management Account (UMA) program that integrates and coordinates multiple investment strategies within a single account in a tax-effective manner that CPA firms can use.
This important ranking follows on the heels of the unveiling of the NEXT Global Management Account, a fee-based unified management account program designed exclusively for NEXT investment advisors.
Placemark Investments helped pioneer the OPM service that is spearheading the unified management account (UMA) industry for top brokerage and investment advisory firms.
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