Choices backed by proven expertise
Our range of UMA and SMA options give advisors more flexibility, transparency and efficiency in managing their clients' investments.
Advisors also receive regular, portfolio-specific commentary from our actively engaged Portfolio Managers, providing several meaningful benefits in today's complicated market:
- Extensive, independent credit research from seasoned analysts
- A focus on risk management, supported by a disciplined investment process
- A dedicated Fixed Income Trading Team who seeks best execution at institutional pricing, avoiding retail bond market markups
- Quarterly calls to supplement monthly and quarterly collateral
Read more about Fixed Income Managed Accounts available on Envestnet. Download PDF