Why a Unified Managed Account?

Combining the advantages of open architecture manager selection with sophisticated tax-management techniques – delivered with the simplicity and cost savings of a single account.

The Access Overlay™ program provides easy and cost-effective access to Fortigent's investment intellectual capital. Advisors can gain entree to Access Overlay™ as part of the comprehensive Fortigent core offering or on a customizable, stand-alone basis.

The Access Overlay™ program offers true open architecture and flexibility. Advisors can access Fortigent’s proprietary model portfolios and an array of third-party managers or build firm-specific solutions to fit their unique business model and target client base.

Unified Managed Account (UMA) Defined

The Access Overlay™ program offers, within a single account, a customized, tax-efficient, and unified multi-manager investment solution, containing many types of investment vehicles, such as managed accounts, mutual funds, and ETFs. The program employs the overlay portfolio management process through Parametric.

The Access Overlay™ program seeks to balance the separately managed account managers’ investment decisions (e.g., security selection, trade timing) with investors’ objectives, including tax management, rebalancing, social restrictions and portfolio transition. The result is a highly personalized investment solution for each client. The unified managed account is the latest innovation in the evolution of high net worth portfolio management.