Unified Managed Account

The UMA combines the best thinking of Strategists with your allocation instructions to give the client multiple Strategies, possibly including your own, in a single account.  IAA builds and trades the accounts based on the combined allocation.

Unified Managed Household

Combining the UMA and Household Overlay, IAA offers a Unified Managed Household where the client benefits from lower transactions fees, fewer trades, tax harvesting when appropriate, and asset location. Similar to the UMA, multiple strategies can be aggregated to a master portfolio.  

IAA Tax Managed Overlay

The IAA Tax Managed Overlay authorizes IAA to use discretionary power to execute Tax Loss Harvesting and replace specific securities for a period with an asset class proxy or hold cash when we determine the value of harvesting outweighs the model's selection. Some IAA models and Strategist models are not appropriate for harvesting.  We attempt to lock in losses to offset gains realized, or expected to be realized, and a surplus if the opportunity exists.  We do not harvest simply to capture excessive losses as this is largely a tax deferral process - not tax avoidance.    

IAA Household Overlay

Household Overlay services allows RIAs to determine asset location priority for their Advisor Directed portfolios and allocate funds accordingly.  IAA portfolios and UMAH portfolio receive IAA's location specifications.

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Call us at 800-607-3340 or request a call

​Corporate Address:

700 Kinderkamack Rd

Suite 200

Oradell, NJ 07649

© 2020 The Investment Advisor Alliance LLC. This website is intended for financial professionals only. The Investment Advisor Alliance is a Registered Investment Advisor. IAA can conduct business only in states where IAA is registered or is exempt from registration. Most  services provided by IAA do not require registration. The Investment Advisor Alliance is not licensed to and does not conduct securities business. All custody and trading is provided by registered broker-dealers. Advisor representatives are supervised for advisory activity only. Commission securities sales, insurance sales, or any other outside business of representatives is not supervised by IAA. Charles Schwab, Fidelity, TD Ameritrade, and The Investment Advisor Alliance are not affiliated companies. Wealth Protection Solutions, Bespoke Wealth Design, Advisor Technology Services, and The Investment Advisor Alliance are affiliated companies and wholly owned subsidiaries of Keeler Financial Services Holdings LLC.  Any information provided via forms on this site grant permission to contact you.