Sawtooth’s Solution Center:

Unified Managed Accounts

What’s a UMA ?

A unified managed account (UMA) is a single investment account that can include various types of investment instruments. Investments may include mutual funds, stocks, bonds, unit investment trusts (UITs), and exchange-traded funds (ETFs). Simply put, anything that can be held in a brokerage account can be held in a UMA.

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The individual allocations or slices of a UMA are called sleeves. The sleeves are populated with various assets to meet the needs of the investor(s). As such, UMAs are usually diversified model portfolios that are designed to meet the needs of clients with a particular risk tolerance. Using these standardized allocations or models for multiple clients makes the process repeatable and scalable.

Strategies

Although many investment advisors and financial planners create these models themselves, many others utilize the services of an investment strategist. Investment strategists utilize proprietary market research and allocation methodologies to create the model portfolios. These turnkey solutions allow advisors to focus their time and energy on client relationship management and financial planning.

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What’s the next step?

Sawtooth Solutions employs a consultative process when onboarding new advisors to the platform. We will be happy to work with you in designing solutions appropriate for your practice and your clients. In addition, a quick demonstration of our Sawtooth Proposal and Research Center (SPARC) will show you how easy it is to exceed your clients’ expectations with UMAs. To set up a meeting click here:

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This information is intended for general informational purposes only; it is not investment advice. The material on this website does not consider the specific investment objectives, financial situation, needs or special circumstances of any particular person. This information does not represent the suitability of any strategy, financial product, security, or other instrument. Past performance is not a guarantee of future performance.

Sawtooth Solutions, LLC (“Sawtooth”) is an investment adviser registered with the U.S. Securities and Exchange Commission. The information on this website is for informational purposes only and is intended as an overview of the services offered by Sawtooth to financial advisors. Nothing contained on this website is a solicitation for investment. Any individual investor seeking more information should consult with their financial advisor.

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