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Our Unified Managed Account Program (UMAP) is an integrated money management vehicle providing comprehensive investment management by utilizing manager models, separately managed accounts, mutual funds and exchange-traded funds (ETFs).
UMAP employs a technique know as overlay management, making it possible to coordinate activity among the multiple investment managers in your account. This results in more tax-aware trading, simplified rebalancing and better handling of money coming into and out of your account.
Additional program characteristics include:
- Multiple investment options within a single account
- Optional automatic rebalancing
- Tax-aware trading
- Ongoing performance monitoring
- Access to high-quality money managers
- Low minimum investment of $50,000
- *Quarterly Account Fee (No Per-Transaction Charges)
By utilizing Scott & Stringfellow’s Unified Managed Account Program, you consolidate your accounts and investments. Investment strategies that previously required separate accounts may now be combined into one account.
In addition to a reduction in account paperwork, UMAP also provides you and your Financial Advisor a better sense of your overall asset allocation, which enables you to better track your progress toward your financial goals.
To learn more about UMAP and how it may differ from your current investment strategies, please contact your local Scott & Stringfellow office
today.
*In addition to advisory fees associated with this program, the fees and expenses of the underlying mutual funds and exchange-traded funds still apply. For a prospectus on any of the underlying mutual funds, including information on charges and expenses, please ask one of our Financial Advisors for details.
Investment advisory services are offered through Scott & Stringfellow, LLC, a Registered Investment Advisor. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
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