SMAs + ETF models together
Combine separately managed accounts and ETF models in one UMA.
Product - Unified managed accounts
Unified Managed Account
Combine SMAs and ETF models in one account registration. Whatever you run, we build the tax overlay to match, and it all lives in one account.
Book a walkthroughEverything you run, in one registration.
One overlay across sleeves
A single, holistic tax overlay spanning every sleeve in the account.
Co-locate complex instruments
Commingle derivative strategies such as box spreads inside the account.
One statement, one tax report
One account, one fee, one client conversation, per client.
When advisers use unified managed accounts
Select the right product for the strategy
Co-locate SMAs, ETF models, and more under one registration.
Simplify the client experience
One statement, one fee, one client conversation, per client.
Run a consistent model
Implement the same model across your clients, adjusting product structure as needed for each client.
Co-locate complex instruments
Commingle derivative strategies within the account.
Inside a UMA
Every sleeve, one account.
Run domestic equity as a direct-indexed SMA and hold the rest in ETF sleeves, all under one registration with a single tax overlay.
One unified account1 registration
Domestic EquitySMA
International EquityETF
Fixed IncomeETF
AlternativesETF
CashETF
Getting started is easy01 02 03 Book a walkthrough
Share your vision, and we handle the rest.
From strategy to trading, we handle the tax overlay at every step.
You provide the vision
Decide which holdings sit in SMAs and which stay in ETFs.
We build the overlay
We implement the UMA and overlay tax management across every sleeve.
Clients get tax management
A holistic, tax-aware account, all in one registration.