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Unified Managed Accounts


A UMA is a single account that holds a variety of investment products selected and allocated for a client.

The uniqueness of a UMA is its ability to accommodate institutional managers, mutual funds, Exchange Traded Funds (ETF), and bonds all in one account, opened through one application, charged one fee and presented in one statement.

Up to now, investment accounts using professional money managers required separate accounts, and in some cases separate custodians and/or institutions, separate fees and calculations, multiple statements, and multiple applications.

UMA's offer less hassle, a more transparent fee structure and convenient monitoring and viewing. Furthermore, portfolio customization helps you meet your objectives.




Please contact your investment advisor representative or National Asset Management at 1-800-742-7730 for the firm's disclosure brochure.