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Webinar: Increasing Efficiency with Unified Managed Accounts
April 07, 2010

Unified managed accounts (UMAs) can help you increase operational efficiencies while providing tax-aware, personalized investments to your clients. 

  • Streamline your operations, so you can spend more time with clients and prospects
  • Deliver customized investment solutions in a single account with tax-aware overlay management
  • Improve your clients' experience by combining multiple investment vehicles in a single account that  offers easy asset allocation, automatic portfolio rebalancing, active tax harvesting and more 

    Host
    Josh Kernan, CAIA
    Director
    Managed Accounts & Alternative Investments
    Charles Schwab & Co., Inc.

    Speakers
    Sean S. Mullen, CIMA, CPWA
    Director
    Access Overlay™
    Fortigent, LLC

    Scott D. Welch, CIMA
    Senior Managing Director
    Investment Research & Strategy
    Fortigent, LLC

    Gary B. Carrai, CFA
    Senior Managing Director
    Consulting & Sales
    Fortigent, LLC

    An interactive Q&A discussion will follow presentation. To register please click on Fortigent.
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