Investment Program Expertise
Investment Manager, Mutual Fund and Alternatives Research
• Transparent, documented process
• Initial roster evaluation
• In-depth manager searches
• Ongoing due diligence, including detailed research
reports, quarterly updates, and on-site manager visits
• Advanced analytics: in-depth style analysis and
performance attribution
• Fact sheets, style maps, scorecards, multi-product
portfolio structuring and client presentation materials
Economic Consulting
• Timely written updates on key developments
• Quarterly newsletter (licensed for private-label use)
• Conference calls
• Client Presentations
Portfolio Modeling & Client Profiling
• Investment program consulting
• Client questionnaires and scoring systems
• Asset allocation
• Portfolio modeling
• Capital market assumptions
• Client education
Unified Managed Accounts (UMA)
A UMA is a technology-enabled client account in which
separate accounts, mutual funds, ETFs, and other securities
can be pooled to achieve simplicity, cost savings, and
portfolio objectives.
• Institutional-quality managers at modest account
minimums
• Customizable, tailored to each client
• Centralized asset location and simplified client reporting
• Prepackaged model portfolios available
• Can serve as active overlay manager
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UMA Portfolios available via Atria:
Global Appreciation
Growth & Income
Balanced
Conservative Growth
Growth Tax Exempt
Balanced Tax Exempt
Conservative Growth Tax Exempt
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