The Simplicity of Combining Strategists

You read that subject correctly. Simplicity.

We built the Union UMA with all the technology and investments you would expect from a large TAMP, with one added benefit: guidance. We don’t leave you with a list of 500 model portfolios to choose from, we help you curate and combine them.

 

No more being left to fend for yourself. Submit the form below to download our combining strategists resource.

Partnering with the Union UMA is all about something simple: Your Business Matters.

– DIRECTOR OF ADVISOR EDUCATION JEFF GOODNOW

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