Model-based UMAs
The Right Solution for the Times
Today’s turbulent markets require advisors to react very quickly to changing conditions to best protect and position their clients assets. With the WealthADV Unified Managed Account platform, advisors wield a powerful tool for effectively managing their clients’ investments.
Nimble Flexibility
• Easily reweight or switch manager products same day
with minimal paperwork.
• Outsourced investment management removes internal
staff and system constraints.
Transparency
Better assess investment risk with full visibility to all holdings, unlike funds.
Lower Cost
Savings flow directly to financial or return bottom line.
Tax Management
Optimize after-tax performance with tax sensitive rebalancing, loss harvesting, and wash sale avoidance.
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"So who should consider using WealthADV? I'd say an ideal
candidate would be an advisor
currently working at a wirehouse
or B/D who is thinking of going
totally independent. The odds are that you will be able to offer a comparable or better UMA at a significantly lower cost to the client. Another good candidate would be an advisor who currently invests client' assets in a mutual fund wrap account. By transitioning to a UMA you can offer additional investment vehicles, create efficiencies, offer consolidated reports and improve tax efficiency. Finally, those who want to offer their own proprietary investment models to their clients as part, or all of an investment strategy would do well here.”