Solutions designed to meet your clients' needs.

Managed Accounts

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

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