In 2004, FundQuest was one of first firms to provide a comprehensive UMA offering. Today FundQuest is a leader in providing UMAs to institutional clients and their advisors in all segments of the financial services industry.
FundQuest’s investment management expertise and our state of the art technology enables us to offer a competitive Unified Managed Account platform that delivers:
- A simple yet sophisticated solution
- Tax management opportunities
- Automated rebalancing across multiple products
- Best of breed money managers
- FundQuest’s proprietary overlay management capabilities
The FundQuest UMA combines the following capabilities in one core account:
- Multiple investment products
- Including separate accounts, mutual funds, and exchange-traded funds
- A full range of investment styles and investment managers are available. Using our rigorous investment due-diligence process, we offer best of breed managers as building blocks for optimally allocated portfolios.
- Overlay management process that allows
- for an experienced investment team to aggregate investment decisions of multiple managers to act upon the needs of the customer
- Portfolio customization options and tax management opportunities
- Consolidated reporting and comprehensive asset allocation
 FundQuest's Unified Managed Account Product Brochure
The features & benefits of FundQuest's comprehensive UMA. |
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