UMAs Provide a Comprehensive Investment Solution
Unified Managed Accounts (UMAs) offer a streamlined way to manage multiple investment strategies within a single account. At One Florida Financial Group, we help you leverage the benefits of UMAs to simplify your portfolio and align your investments with your financial goals.
Why UMAs Are a Smart Investment Choice
UMAs combine multiple investment strategies, such as stocks, bonds, ETFs, and mutual funds, into one account. This approach provides diversification, professional management, and simplified reporting, making it an ideal solution for investors seeking a comprehensive and efficient way to manage their wealth.
Understanding Your Goals
We take the time to understand your financial objectives, risk tolerance, and preferences to design a UMA strategy tailored to your needs.
Comprehensive Portfolio Management
We help you integrate multiple investment strategies into a single account, providing diversification and a holistic approach to wealth management.
Simplified Reporting
UMAs offer consolidated reporting, making it easier to track your investments and understand your portfolio’s performance.
Ongoing Monitoring and Adjustments
We provide continuous oversight of your UMA to ensure it remains aligned with your financial plan and adapts to market changes.
How It Works
1
Meet with our team to discuss your financial goals and explore how UMAs can simplify and enhance your investment strategy.
2
We will create a UMA strategy tailored to your objectives, preferences, and risk tolerance.
3
We will assist with implementing your UMA strategy and provide ongoing reviews to keep your investments on track.
UMAs offer a comprehensive and efficient way to manage your investments, providing diversification and simplicity. At One Florida Financial Group, we are here to guide you through the process and provide the expertise you need to make informed decisions.