BOSTON, June 23, 2016 /PRNewswire/ -- Signator
Investors, Inc. recently added a Unified Managed Account (UMA) and
Separate Accounts (SMA) program to its Advisor Managed Portfolio
and Strategist Managed Portfolios to round out a robust suite of
managed account options which Investment Advisor Representatives
(IARs) can provide to their clients.
A UMA offers a diversified, tax-aware, multi-asset portfolio in
a single account whose contents are designed to meet clients'
specific investment needs. Signator's UMA provides access to
institutional quality managers at greatly reduced minimums, with
streamlined paperwork and reasonable costs. Within the UMA,
IARs can build customized model portfolios choosing from a
selection of SMAs and fund strategists, combined with any equity,
mutual fund, or ETF to fund each model portfolio to create the
appropriate blend for clients.
Signator's Separate Accounts program provides individual
investors with direct access to some of the leading investment
managers, many of whom were once available exclusively to large
institutional investors. With a separately managed account, clients
enjoy direct ownership of the securities in the portfolio allowing
for greater flexibility, more control and significant tax
advantages over other investment vehicles. Separate Accounts
programs appeal to clients seeking a long-term, customized,
goals-driven approach to investment planning.
"We are very pleased to strengthen our managed account offerings
with these programs that provide top-flight investment options for
our advisors to introduce to their clients," said Christopher Maryanopolis, president of Signator
Investors, Inc.
With these programs, Signator's managed account platform now
provides solutions for a variety of clients and portfolios suited
for all types of market conditions with the flexibility for IARs to
build customized portfolios.
"Signator's investment adviser population has increased
significantly in recent years, and we're committed to providing
advanced tools to help them best serve their clients and grow their
business," said Maryanopolis.
About Signator Investors, Inc.
Signator Investors,
Inc. is a dual-registered broker dealer/investment adviser with a
national network of independent firms and approximately 1,500
financial professionals across the U.S. A leader in the financial
services industry having the stability and scale to offer an
innovative business model, Signator gives entrepreneurial financial
professionals the power to effectively build unique businesses,
based on their own vision and market opportunity. For more
information on Signator Investors, Inc. and its national network of
independent firms, visit http://www.signatorinvestors.com/
About Envestnet
Envestnet, Inc. (NYSE: ENV) is
a leading provider of unified wealth management technology and
services to investment advisors. Our open-architecture platforms
unify and fortify the wealth management process, delivering
unparalleled flexibility, accuracy, performance, and value.
Envestnet solutions enable the transformation of wealth management
into a transparent, independent, objective, and fully-aligned
standard of care, and empower advisors to deliver better
outcomes.
Envestnet's Advisor Suite® software empowers financial advisors
to better manage client outcomes and strengthen their practices.
Envestnet provides institutional-quality research and advanced
portfolio solutions through our Portfolio Management Consultants
group, Envestnet | PMC®. Envestnet | Tamarac provides leading
rebalancing, reporting, and practice management software.
For more information on Envestnet, please visit
www.envestnet.com and follow @ENVintel
(https://twitter.com/envintel).
Envestnet, Inc. is not affiliated with Signator Investors, Inc.
nor any of its affiliates
0185-20160620-301126
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SOURCE Signator Investors, Inc.