Unified Managed Account - UMA
Unified Managed Account - UMA
Unified managed account, or UMA, is a fee-based investment management product that includes all of the assets in an investor's portfolio, including stock positions, mutual funds, hedge funds, separate accounts, etc. A unified account makes it easier for the investor or money manager to employ a comprehensive investing strategy and maintain proper asset allocations.
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| Loan Type | Today |
|---|---|
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