Why the Future Belongs to Unified Managed Accounts

Explore the reasons for the emergence and growing dominance of UMAs, why they make sense for advisors looking to grow their practice and elevate the client experience they deliver, and how the UMA program at American Portfolios has been enhanced to become an industry-leading offering.

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    Why the Future Belongs to Unified Managed Accounts

    The Nine Key Benefits of the UMA Platform

    While not known for his wealth management genius, Leonardo da Vinci perhaps said it best by declaring, “Simplicity is the ultimate sophistication.” In an increasingly complex world, consumers
    reward those who can deliver life’s complexities in a simple and understandable way. The UMA goes further, offering nine unique benefits that make it such a compelling investment platform.

    Analyzing a UMA Platform Provider

    The number and quality of available UMA platform providers has grown in concert with the increasing market demand for the product. Choosing a UMA provider with which to work is an
    important decision that should only be arrived at after careful consideration of a number of critical factors

    In this white paper, Why the Future Belongs to Unified Managed Accounts, explores the reasons for the emergence and growing dominance of UMAs, why they make sense for advisors looking to grow their practice and elevate the client experience they deliver, and how the UMA program at American Portfolios has been enhanced to become an industry-leading offering.

    Download the whitepaper here.

     

    About The Author

     

    Chief Investment Officer 
    631.439.4600 ext. 277 

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