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White Paper Release: "No Longer A Pipe Dream, Unified Managed Accounts Deliver Sought After Efficiency"
January 25, 2010
Unified Managed Accounts (UMAs) in recent years have gained traction among the Registered Investment Advisor community. This popularity is seemingly due in large part to the active tax management, or the “tax alpha” that the investor can experience in a UMA. Although the investor’s after tax results are a desired real benefit, it could be argued that it’s the Advisor’s increased operational efficiency which is the greater value of the UMA structure to the RIA industry. That increased efficiency allows Advisors to dedicate more time to value driven activities and managing client relationships.This white paper provides detailed information to an Advisor considering UMAs as a solution to back office operational headaches. The paper outlines an Advisor’s typical operational experience, comparing and contrasting differing ways Advisors, as business professionals, can choose to run their practice. As UMAs are a choice an Advisor does make, it will be shown that UMAs may be a superior investment delivery vehicle to effectively manage accounts. < previous page
