FEBRUARY 8, 2023

Maximizing the power of UMAs with Altruist's Adam Grealish

Unified Managed Accounts (UMAs) are a powerful tool for advisors. UMAs offer fiercely independent advisors more personalized and customizable models to help elevate their business. In this episode, Altruist's Head of Investments will share strategies on how to leverage Unified Managed Accounts so that you can create fully customizable portfolios, save time, cut costs, and better serve your clients.