Managed Account Services
Money Manager
Managed Account Services
The Unified Managed Account (UMA) is an innovative account structure that combines the best of active and passive management. A client’s managed individual securities are held in a Multiple Strategy Portfolio (MSP), which dynamically blends the stock and bond positions of institutional third-party money managers. Then, an MSP can be combined with other investment vehicles such as mutual funds, index funds/ETFs and even direct investments to create ONE diversified portfolio--a UMA--that serves as a total wealth management solution.
Money Manager Fact Sheets
We currently have access to sub advisory agreements with 30 private money managers. Some require account minimums in excess of $10,000,000 to open an individual account. Through Keith Singer Wealth Management, clients can gain access to these managers' investment strategies for as little as $100,000 and may also utilize several of these managers' strategies all in one account if so desired.
The Unified Managed Account (UMA) is an innovative account structure that combines the best of active and passive management. A client’s managed individual securities are held in a Multiple Strategy Portfolio (MSP), which dynamically blends the stock and bond positions of institutional third-party money managers. Then, an MSP can be combined with other investment vehicles such as mutual funds, index funds/ETFs and even direct investments to create ONE diversified portfolio--a UMA--that serves as a total wealth management solution.
Money Manager Fact Sheets
We currently have access to sub advisory agreements with 30 private money managers. Some require account minimums in excess of $10,000,000 to open an individual account. Through Keith Singer Wealth Management, clients can gain access to these managers' investment strategies for as little as $100,000 and may also utilize several of these managers' strategies all in one account if so desired.
Securities offered through SummitAlliance Securities, LLC • Member FINRA and SIPC • 14785 Preston Road, Ste. 1000 • Dallas, TX 75254 • 972-663-4300 Keith Singer Wealth Management is not owned or operated by SummitAlliance Securities. Securities are offered only in the following states: CA, FL, GA, NJ, NY, PA