What is a Unified Managed Account?

What is a Unified Managed Account?

by Richard C. Wilson & Family Offices Group Association Team

Question: What is a Unified Managed Account?

Answer: A unified managed account (UMA) is a privately managed account that combines several different types of securities, such as stocks, bonds, mutual funds, and separate accounts. Rather than maintaining several individual accounts, the UMA offers a single account to manage a well-diversified portfolio.

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