Unified Managed Accounts (UMA)

Unified Managed Account (UMA) Platforms - Our tactical model portfolios are available on multiple UMA platforms:

 

  • FTJ FundChoice

  • MidAtlantic Trust

  • Placemark Investments/Envestnet

  • Sawtooth Asset Management

  • TD Ameritrade UMAX

  • TD Ameritrade Separate Account Exchange (SAE)