Unitized Managed Accounts

 

The Unitized Managed Account or UMA provides many advantages to large and mid-sized retirement plans that are seeking to employ certain desired investment strategies in their retirement plans.  The sponsor of a UMA does not want broad distribution to the public like a mutual fund.  Rather, the sponsor wants to have a skilled investment  professional manage a sleeve of its plan assets with their unique strategies for the benefit of its plan participants.  The UMA provides the perfect vehicle to achieve this goal.

Alta Trust provides the platform to establish the UMA and gives the investment manager a platform to trade securities for plans.  We collect pricing for the underlying securities and strike a NAV typically daily, which is used by the record keeper to value that particular sleeve of the plan assets.  Plan sponsors are rewarded with clean and accurate accounting and the use of investment strategies that would be difficult to bring to their retirement plans.