A universal investment account that can be composed of a range of different investments from stocks to mutual funds. The UMA allows the portfolio manager or investor to easily track transaction using one single account, and prevent the investor from having to managing several different accounts.
Related information about Unified Managed Account (UMA):
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A professionally managed private investment account that is rebalanced regularly and can encompass every investment vehicle (e.g. mutual funds, stocks , ...
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[edit] References. ^ "Unified Managed Account - UMA". Investopedia. http://www. investopedia.com/terms/u/uma.asp. Retrieved from ...
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Unified managed account (UMA); Separately managed account (SMA); Mutual fund advisory (MFA); Rep as portfolio manager (RPM); Exchange-traded funds ...
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Similar to a SMA, a UMA lets you hold a wide variety of security types in a single account.
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Definition of Unified Managed Account (UMA): A universal investment account that can be composed of a range of different investments from stocks to mutual ...
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The unified managed account (UMA) is a single fee-based account that houses numerous investment products within multiple separate account sleeves.