BOSTON, June 23, 2016 /PRNewswire/ -- Signator Investors, Inc. recently added a Unified Managed Account (UMA) and Separate Accounts (SMA) program to its Advisor Managed Portfolio and Strategist Managed Portfolios to round out a robust suite of managed account options which Investment Advisor Representatives (IARs) can provide to their clients.
A UMA offers a diversified, tax-aware, multi-asset portfolio in a single account whose contents are designed to meet clients' specific investment needs. Signator's UMA provides access to institutional quality managers at greatly reduced minimums, with streamlined paperwork and reasonable costs. Within the UMA, IARs can build customized model portfolios choosing from a selection of SMAs and fund strategists, combined with any equity, mutual fund, or ETF to fund each model portfolio to create the appropriate blend for clients.
Signator's Separate Accounts program provides individual investors with direct access to some of the leading investment managers, many of whom were once available exclusively to large institutional investors. With a separately managed account, clients enjoy direct ownership of the securities in the portfolio allowing for greater flexibility, more control and significant tax advantages over other investment vehicles. Separate Accounts programs appeal to clients seeking a long-term, customized, goals-driven approach to investment planning.
"We are very pleased to strengthen our managed account offerings with these programs that provide top-flight investment options for our advisors to introduce to their clients," said Christopher Maryanopolis, president of Signator Investors, Inc.
With these programs, Signator's managed account platform now provides solutions for a variety of clients and portfolios suited for all types of market conditions with the flexibility for IARs to build customized portfolios.
"Signator's investment adviser population has increased significantly in recent years, and we're committed to providing advanced tools to help them best serve their clients and grow their business," said Maryanopolis.
About Signator Investors, Inc.
Signator Investors, Inc. is a dual-registered broker dealer/investment adviser with a national network of independent firms and approximately 1,500 financial professionals across the U.S. A leader in the financial services industry having the stability and scale to offer an innovative business model, Signator gives entrepreneurial financial professionals the power to effectively build unique businesses, based on their own vision and market opportunity. For more information on Signator Investors, Inc. and its national network of independent firms, visit http://www.signatorinvestors.com/
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance, and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective, and fully-aligned standard of care, and empower advisors to deliver better outcomes.
Envestnet's Advisor Suite® software empowers financial advisors to better manage client outcomes and strengthen their practices. Envestnet provides institutional-quality research and advanced portfolio solutions through our Portfolio Management Consultants group, Envestnet | PMC®. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software.
Envestnet, Inc. is not affiliated with Signator Investors, Inc. nor any of its affiliates
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SOURCE Signator Investors, Inc.