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Chances are you already have a lot to manage.
Hey, it's David. Give me a call back.
Don't forget, the recital's at 6:00.
We're looking for volunteers. Any interest?
And then there's your portfolio.
You like the idea of a disciplined approach to investing-- research, trading, and finding opportunities. But it all takes time, time you could invest in other things. That's one reason Edward Jones offers Advisory Solutions Unified Managed Accounts, or UMA.
Advisory Solutions UMA is an advisory account designed for investors who prefer to leave the day-to-day investing decisions to professionals.
You're still in control. You and your financial advisor choose your portfolio objective. Then our team of investment professionals rigorously research investments to build your portfolio.
In addition, a specialized team reviews your portfolio for tax management opportunities with a goal of reducing your portfolio's taxable events, deferring trades for lower tax, capturing investment losses, and trying to avoid wash sales that may erode your portfolio's after-tax returns.
Finally, UMA accounts can be tailored to your preferences. You can avoid investing in specific securities that don't align with your values.
For those who prefer leaving the day-to-day investing decisions to professionals, desire a broad range of securities, and might benefit from potential tax efficiencies, UMA could be an attractive option.
And your Edward Jones financial advisor is here to answer your questions and help you decide if it's the right option for you. Unified Managed Accounts-- helping you focus on what really matters.
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