Dimensional UMAs: One Account, a World of Opportunity
Dimensional UMAs: One Account, a World of Opportunity
With a Dimensional UMA, you can offer customized investment solutions while scaling your business for a better client experience and higher growth.
<silence> How can you offer customized investment solutions while scaling your business?
With Dimensional UMAs, you can create asset allocations of Dimensional or non-Dimensional ETFs, place them
in a unified managed account, and then outsource management to Dimensional, freeing up time for
clients while harnessing our expertise in managing tradeoffs in multi-asset class solutions.
To further customize, you can include an SMA, choose a direct equity strategy, select a
tax management approach, and tailor individual holdings to reflect a client's personal values and human
capital considerations.
Dimensional applies its expertise to target higher expected returns and manage tax impacts, and we
seamlessly manage the overall portfolio by monitoring all investments daily for ongoing cash management, rebalancing,
and tax efficiency, helping you deliver a great investment experience. Dimensional UMAs. One account, a
world of opportunity for your clients and business.