Investment Solutions and Services  » Unified Managed Accounts

Unified Managed Accounts (UMAs)

UMAs are managed overlay portfolio models that span the risk/reward spectrum from capital preservation to aggressive growth, allowing advisors to tailor recommendations according to client risk profiles, needs, and objectives. Advisors can choose from more than 1,200 institutional-level investment products that include separate accounts, mutual funds, and ETFs to across a broad range of asset classes. UMAs provide convenient, single account registration and one IRS tax Form 1099, eliminating the need for multiple sets of paperwork. They provide the flexibility to build and customize asset allocations for multi-million dollar accounts as well as for accounts as low as $150,000.

 

Investing (including mutual funds and ETFs) carries risk, including the loss of principal, and there can be no assurance that any investment strategy will provide positive performance over a period of time. The asset classes and /or investment strategies described above may not be suitable for all investors. Investors should first consult with an investment advisor before investing. Investment decisions should be made based on the investor’s specific financial needs and objectives, goals, time horizon, tax liability and risk tolerance. When investing in managed accounts and wrap accounts, there may be additional fees and expenses added onto the fees of the underlying investment products. For a complete description of all fees, costs and expenses, please refer to the Envestnet Form ADV Part 2A or Form ADV Part 2A - Appendix 1 as applicable. Past performance is no guarantee of future results. Neither Envestnet, PMC nor its representatives render tax, accounting or legal advice.