The UMAH allocations and Strategists selected can be determined by the Advisor to best serve their client. Most models are available, including those of Strategists, IAA, or your own. Please see the Overlay section for more detail.
Third Party Strategist Portfolios
With Third Party Strategist Portfolios, Advisors can opt to outsource their investment research to any qualified RIA or model provider. IAA will handle the trading, rebalancing, adminstration, and billing as we always do. Contact us if you are a Money Manager or Strategist looking for a new or additional distribution platform. If you are a RIA and wish to see one of your managers here - let us know!
Advisor Directed ETF/Equity Portfolios
Advisor Directed Portfolios are the basic Turnkey Advisor Platform service. With this offering Advisors design their own model portfolios to assign to a client account or household, or an entire group accounts and households. This maintains the RIA's added value of selecting investments and allocations. ETF/Equity Portfolios receive the careful trading needed to leave minimal impact in the market.
Advisor Directed Mutual Fund Portfolios
Similar to Advisor Directed ETF/Equity Portfolios, these are a basic Turnkey Advisor Platform service. Advisors design their own model portfolios to assign to a client account or household, or an entire group accounts and households using the entire universe of mutual funds available. RIA's allocations and selections exhibit the specific choices their research has yielded.
Advisor Directed Hybrid Portfolios
The Advisor Directed Portfolios are a combination of the two above and highlight the flexible nature of the IAA Turnkey Advisor Platform.