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Unified Managed Accounts
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Unified Managed Accounts (UMAs) offer institutional investment management through a private portfolio consisting of stocks, fixed-income instruments, mutual funds, ETFs and more.

The UMA structure allows the Portfolio Strategist to distill the wide-ranging thinking of multiple experts, implementing their strongest investment ideas in a single simplified format.

Individual accounts may gain exposure across dozens of asset classes through the most suitable means available, including individual securities selected by specialists or through other investments such as specialized mutual funds for greater efficiency and liquidity.

  

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KEY BENEFITS INCLUDE:

Simplified Delivery

UMAs combine a wide range of securities and the expertise of multiple Investment Management Firms into a single, simplified account format.

Flexibility

The Portfolio Strategist can actively shift allocations and manage risk to keep portfolios within their risk/return targets.

Focused Expertise

Individual securities are selected by institutional Investment Management Firms with proven expertise in specific asset classes.

UNIFIED MANAGED ACCOUNTS

Portfolio Strategists Investment Managers
Genworth Financial Asset Management (Tactical Constrained, Tactical Unconstrained) Dearborn Partners
Delaware Investments
Epoch Investment Partners, Inc.
E vercore Asset Management
Henderson Global Investors
Levin Capital Strategies
Lotsoff Capital Management
Marvin & Palmer Assocaites
Reed, Conner & Birdwell
Voyageur Asset Management, Inc.

UMA-Focused Investment Management Firms
Evercore Asset Management
Epoch Investment Partners
Dearborn Partners, Inc.
Lotsoff Capital Management, LLC
Delaware Investment, Inc.
Marvin & Palmer Associates, Inc.
Voyager Asset Managment

Custody & Trading Options
Genworth Financial Trust Company

Minimum Investment
$50,000 - $500,000 (ARO)
$50,000 (GMS)
$250,000 (PMP)