Investment Advisory Programs

Advisory Programs: Choice SMA | Choice Fund | Choice UMA | Choice Advisor

CHOICE UMA or Unified Managed Account (UMA) provides an Advisor the opportunity to combine multiple programs types into one "unified" or "core" account. Through the use of "sleeves", assets can be assigned so that a Client can combine the unique benefits of individual security ownership through individually managed accounts with those of traditional mutual funds and ETFs, without having to open multiple accounts.

  • Account sleeves can include Approved UMA Managers, CHOICE Fund, and CHOICE ETFs.
  • Professional "overlay" management of all investment products and underlying securities
  • Minimum account size is $50,000 per sleeve
  • Clients receive at the minimum quarterly statements
  • Performance Reports are available on all accounts