Asset Management Services

The Freedom UMA Account

Freedom UMA (Unified Managed Account) offers more than 50 asset allocation models across six investment objectives to accommodate your needs. Utilizing institutional-quality techniques, portfolios are constructed with multiple separately managed accounts (SMAs). Mutual funds in selected asset classes provide further diversification for some models.

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UMAs are not suitable for all investors. It is important to review the investment objectives, risk tolerance, tax objectives and liquidity needs before choosing an investment style or manager.

*You should discuss any tax matters with the appropriate tax professional.

Further information on the funds selected for the Freedom UMA portfolios is available by prospectuses, which can be obtained through your financial advisor. Investors should carefully consider the investment objectives, risks, charges and expenses of the underlying funds before investing. The prospectus contains this and other information about the funds and should be read carefully before investing. Investing involves risk and investors may incur a profit or a loss